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AVANTAX ADVISORY SERVICES, INC.: SPDW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 40,299 SPDW 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 40,299 shares
    Change vs previous 13F +571 shares

    0.01% of the 13F portfolio, value $1,631,716.

    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 39,728 shares
    Change vs previous 13F -3,911 shares

    0.01% of the 13F portfolio, value $1,446,485.

    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 43,639 shares
    Change vs previous 13F -1,865 shares

    0.01% of the 13F portfolio, value $1,489,402.

    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 45,504 shares
    Change vs previous 13F +4,511 shares

    0.01% of the 13F portfolio, value $1,709,132.

    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 40,993 shares
    Change vs previous 13F +2,492 shares

    0.01% of the 13F portfolio, value $1,438,040.

    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 38,501 shares
    Change vs previous 13F +242 shares

    0.01% of the 13F portfolio, value $1,379,888.

    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 38,259 shares
    Change vs previous 13F -1,268 shares

    0.01% of the 13F portfolio, value $1,301,200.

    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 39,527 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,225,739.

    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).