Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: SMMU position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 41,349 SMMU 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 41,349 shares
    Change vs previous 13F +6,716 shares

    0.01% of the 13F portfolio, value $2,074,485.

    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 34,633 shares
    Change vs previous 13F +2,284 shares

    0.01% of the 13F portfolio, value $1,732,340.

    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 32,349 shares
    Change vs previous 13F +8,503 shares

    0.01% of the 13F portfolio, value $1,612,277.

    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 23,846 shares
    Change vs previous 13F +3,946 shares

    0.01% of the 13F portfolio, value $1,204,235.

    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 19,900 shares
    Change vs previous 13F +2,922 shares

    0.01% of the 13F portfolio, value $992,396.

    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 16,978 shares
    Change vs previous 13F +4,405 shares

    0.01% of the 13F portfolio, value $847,214.

    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 12,573 shares
    Change vs previous 13F +2,210 shares

    0.01% of the 13F portfolio, value $628,989.

    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 10,363 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $507,266.

    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).