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AVANTAX ADVISORY SERVICES, INC.: SHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SHW, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 26,222 SHW shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 26,222 shares
    Change vs previous 13F +288 shares

    0.05% of the 13F portfolio, value $9,003,576.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 25,934 shares
    Change vs previous 13F -624 shares

    0.05% of the 13F portfolio, value $9,055,846.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 26,558 shares
    Change vs previous 13F -322 shares

    0.06% of the 13F portfolio, value $9,027,920.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 26,880 shares
    Change vs previous 13F -2,119 shares

    0.07% of the 13F portfolio, value $10,259,346.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 28,999 shares
    Change vs previous 13F +22,805 shares

    0.06% of the 13F portfolio, value $8,654,150.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 6,194 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $2,151,202.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 6,333 shares
    Change vs previous 13F +1,106 shares

    0.02% of the 13F portfolio, value $1,975,172.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 5,227 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,333,086.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).