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AVANTAX ADVISORY SERVICES, INC.: SOXX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 17,592 SOXX 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 17,592 shares
    Change vs previous 13F +309 shares

    0.02% of the 13F portfolio, value $4,199,277.

    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 17,283 shares
    Change vs previous 13F +151 shares

    0.02% of the 13F portfolio, value $3,252,182.

    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 17,132 shares
    Change vs previous 13F +347 shares

    0.02% of the 13F portfolio, value $3,691,831.

    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 16,785 shares
    Change vs previous 13F -11,953 shares

    0.03% of the 13F portfolio, value $3,870,515.

    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 28,738 shares
    Change vs previous 13F +2,159 shares

    0.05% of the 13F portfolio, value $7,087,567.

    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 26,579 shares
    Change vs previous 13F +19,310 shares

    0.05% of the 13F portfolio, value $6,004,730.

    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 7,269 shares
    Change vs previous 13F +526 shares

    0.04% of the 13F portfolio, value $4,187,607.

    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 6,743 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,193,703.

    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).