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Disclosery

AVANTAX ADVISORY SERVICES, INC.: SMCI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 96,430 SMCI 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 96,430 shares
    Change vs previous 13F +11,462 shares

    0.03% of the 13F portfolio, value $4,726,050.

    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 84,968 shares
    Change vs previous 13F +31,475 shares

    0.02% of the 13F portfolio, value $2,909,304.

    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 53,493 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,630,467.

    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).