Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: SPEM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 33,715 SPEM 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 33,715 shares
    Change vs previous 13F +7,445 shares

    0.01% of the 13F portfolio, value $1,440,958.

    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 26,270 shares
    Change vs previous 13F +2,689 shares

    0.01% of the 13F portfolio, value $1,034,234.

    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 23,581 shares
    Change vs previous 13F +5,805 shares

    0.01% of the 13F portfolio, value $904,802.

    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 17,776 shares
    Change vs previous 13F +969 shares

    <0.01% of the 13F portfolio, value $733,796.

    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 16,807 shares
    Change vs previous 13F +1,091 shares

    <0.01% of the 13F portfolio, value $633,103.

    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 15,716 shares
    Change vs previous 13F +2,052 shares

    0.01% of the 13F portfolio, value $568,772.

    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 13,664 shares
    Change vs previous 13F -743 shares

    <0.01% of the 13F portfolio, value $483,827.

    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 14,407 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $483,628.

    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).