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AVANTAX ADVISORY SERVICES, INC.: SPGI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 21,457 SPGI 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 21,457 shares
    Change vs previous 13F +850 shares

    0.06% of the 13F portfolio, value $11,313,984.

    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 20,607 shares
    Change vs previous 13F +666 shares

    0.06% of the 13F portfolio, value $10,470,318.

    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 19,941 shares
    Change vs previous 13F -696 shares

    0.06% of the 13F portfolio, value $9,931,424.

    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 20,637 shares
    Change vs previous 13F -2,888 shares

    0.07% of the 13F portfolio, value $10,661,280.

    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 23,525 shares
    Change vs previous 13F +14,590 shares

    0.07% of the 13F portfolio, value $10,492,305.

    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 8,935 shares
    Change vs previous 13F +317 shares

    0.03% of the 13F portfolio, value $3,801,194.

    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 8,618 shares
    Change vs previous 13F +691 shares

    0.04% of the 13F portfolio, value $3,796,200.

    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 7,927 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,896,613.

    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).