Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: SOFI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 102,751 SOFI 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 102,751 shares
    Change vs previous 13F +22,307 shares

    0.01% of the 13F portfolio, value $1,871,096.

    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 80,444 shares
    Change vs previous 13F +5,688 shares

    0.01% of the 13F portfolio, value $935,564.

    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 74,756 shares
    Change vs previous 13F -18,943 shares

    0.01% of the 13F portfolio, value $1,151,242.

    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 93,699 shares
    Change vs previous 13F -5,230 shares

    <0.01% of the 13F portfolio, value $736,474.

    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 98,929 shares
    Change vs previous 13F +1,710 shares

    <0.01% of the 13F portfolio, value $653,921.

    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 97,219 shares
    Change vs previous 13F +15,461 shares

    0.01% of the 13F portfolio, value $709,699.

    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 81,758 shares
    Change vs previous 13F +14,929 shares

    0.01% of the 13F portfolio, value $813,492.

    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 66,829 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $533,964.

    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).