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AVANTAX ADVISORY SERVICES, INC.: SLQD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 163,667 SLQD 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 163,667 shares
    Change vs previous 13F +37,998 shares

    0.05% of the 13F portfolio, value $8,279,889.

    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 125,669 shares
    Change vs previous 13F -11,862 shares

    0.04% of the 13F portfolio, value $6,318,623.

    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 137,531 shares
    Change vs previous 13F -28,402 shares

    0.04% of the 13F portfolio, value $6,840,782.

    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 165,933 shares
    Change vs previous 13F -21,351 shares

    0.05% of the 13F portfolio, value $8,367,987.

    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 187,284 shares
    Change vs previous 13F +90,155 shares

    0.07% of the 13F portfolio, value $9,223,734.

    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 97,129 shares
    Change vs previous 13F -15,406 shares

    0.04% of the 13F portfolio, value $4,780,711.

    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 112,535 shares
    Change vs previous 13F +10,687 shares

    0.05% of the 13F portfolio, value $5,536,728.

    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 101,848 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,888,175.

    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).