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AVANTAX ADVISORY SERVICES, INC.: SPAB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 245,931 SPAB 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 245,931 shares
    Change vs previous 13F +3,003 shares

    0.03% of the 13F portfolio, value $6,295,845.

    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 242,928 shares
    Change vs previous 13F +23,675 shares

    0.04% of the 13F portfolio, value $6,204,369.

    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 219,253 shares
    Change vs previous 13F +21,310 shares

    0.03% of the 13F portfolio, value $5,479,137.

    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 197,943 shares
    Change vs previous 13F +44,499 shares

    0.03% of the 13F portfolio, value $5,174,240.

    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 153,444 shares
    Change vs previous 13F +99,188 shares

    0.03% of the 13F portfolio, value $3,849,916.

    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 54,256 shares
    Change vs previous 13F +37,200 shares

    0.01% of the 13F portfolio, value $1,371,593.

    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 17,056 shares
    Change vs previous 13F -324,619 shares

    <0.01% of the 13F portfolio, value $437,319.

    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 341,675 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,316,366.

    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).