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AVANTAX ADVISORY SERVICES, INC.: SHYG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 165,940 SHYG 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 165,940 shares
    Change vs previous 13F +10,975 shares

    0.04% of the 13F portfolio, value $7,158,668.

    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 154,965 shares
    Change vs previous 13F -34 shares

    0.04% of the 13F portfolio, value $6,589,098.

    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 154,999 shares
    Change vs previous 13F +8,080 shares

    0.04% of the 13F portfolio, value $6,604,490.

    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 146,919 shares
    Change vs previous 13F +13,793 shares

    0.04% of the 13F portfolio, value $6,379,226.

    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 133,126 shares
    Change vs previous 13F +109,207 shares

    0.04% of the 13F portfolio, value $5,617,904.

    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 23,919 shares
    Change vs previous 13F +13,626 shares

    0.01% of the 13F portfolio, value $1,017,755.

    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 10,293 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $434,586.

    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 10,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $415,348.

    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).