Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: SHY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 75,168 SHY 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 75,168 shares
    Change vs previous 13F -14,023 shares

    0.03% of the 13F portfolio, value $6,228,396.

    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 89,191 shares
    Change vs previous 13F -10,320 shares

    0.04% of the 13F portfolio, value $7,378,737.

    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 99,511 shares
    Change vs previous 13F -4,873 shares

    0.05% of the 13F portfolio, value $8,157,938.

    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 104,384 shares
    Change vs previous 13F +8,138 shares

    0.06% of the 13F portfolio, value $8,679,494.

    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 96,246 shares
    Change vs previous 13F +38,000 shares

    0.06% of the 13F portfolio, value $7,858,455.

    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 58,246 shares
    Change vs previous 13F -44,837 shares

    0.04% of the 13F portfolio, value $4,763,383.

    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 103,083 shares
    Change vs previous 13F +32,202 shares

    0.08% of the 13F portfolio, value $8,456,905.

    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 70,881 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,739,267.

    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).