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AVANTAX ADVISORY SERVICES, INC.: SPGP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 112,584 SPGP 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 112,584 shares
    Change vs previous 13F +2,109 shares

    0.07% of the 13F portfolio, value $12,125,310.

    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 110,475 shares
    Change vs previous 13F +3,589 shares

    0.07% of the 13F portfolio, value $11,034,257.

    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 106,886 shares
    Change vs previous 13F -98,510 shares

    0.07% of the 13F portfolio, value $11,210,254.

    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 205,396 shares
    Change vs previous 13F +12,503 shares

    0.14% of the 13F portfolio, value $21,498,791.

    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 192,893 shares
    Change vs previous 13F -12,889 shares

    0.14% of the 13F portfolio, value $19,825,532.

    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 205,782 shares
    Change vs previous 13F -8,490 shares

    0.19% of the 13F portfolio, value $21,913,737.

    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 214,272 shares
    Change vs previous 13F +22,429 shares

    0.21% of the 13F portfolio, value $21,007,268.

    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 191,843 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $17,503,720.

    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).