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AVANTAX ADVISORY SERVICES, INC.: SMMD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 16,259 SMMD 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 16,259 shares
    Change vs previous 13F -11,239 shares

    0.01% of the 13F portfolio, value $1,102,053.

    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 27,498 shares
    Change vs previous 13F -891 shares

    0.01% of the 13F portfolio, value $1,719,725.

    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 28,389 shares
    Change vs previous 13F -2,133 shares

    0.01% of the 13F portfolio, value $1,930,422.

    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 30,522 shares
    Change vs previous 13F -8,933 shares

    0.01% of the 13F portfolio, value $2,067,227.

    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 39,455 shares
    Change vs previous 13F +6,057 shares

    0.02% of the 13F portfolio, value $2,469,861.

    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 33,398 shares
    Change vs previous 13F -6,704 shares

    0.02% of the 13F portfolio, value $2,191,227.

    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 40,102 shares
    Change vs previous 13F +35,469 shares

    0.02% of the 13F portfolio, value $2,469,060.

    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 4,633 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,570.

    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).