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AVANTAX ADVISORY SERVICES, INC.: SMH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 52,924 SMH 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 52,924 shares
    Change vs previous 13F +969 shares

    0.08% of the 13F portfolio, value $14,759,543.

    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 51,955 shares
    Change vs previous 13F +13,042 shares

    0.07% of the 13F portfolio, value $10,986,884.

    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 38,913 shares
    Change vs previous 13F -107 shares

    0.06% of the 13F portfolio, value $9,423,653.

    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 39,020 shares
    Change vs previous 13F +1,420 shares

    0.06% of the 13F portfolio, value $9,577,392.

    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 37,600 shares
    Change vs previous 13F +4,907 shares

    0.07% of the 13F portfolio, value $9,802,257.

    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 32,693 shares
    Change vs previous 13F +15,643 shares

    0.07% of the 13F portfolio, value $7,355,530.

    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 17,050 shares
    Change vs previous 13F +4,010 shares

    0.03% of the 13F portfolio, value $2,981,524.

    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 13,040 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,890,610.

    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).