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AVANTAX ADVISORY SERVICES, INC.: SPHD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 38,964 SPHD 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 38,964 shares
    Change vs previous 13F -448 shares

    0.01% of the 13F portfolio, value $1,853,135.

    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 39,412 shares
    Change vs previous 13F -1,872 shares

    0.01% of the 13F portfolio, value $1,979,654.

    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 41,284 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $1,994,410.

    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 41,157 shares
    Change vs previous 13F +758 shares

    0.01% of the 13F portfolio, value $2,081,308.

    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 40,399 shares
    Change vs previous 13F +2,155 shares

    0.01% of the 13F portfolio, value $1,794,921.

    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 38,244 shares
    Change vs previous 13F -3,486 shares

    0.02% of the 13F portfolio, value $1,698,027.

    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 41,730 shares
    Change vs previous 13F -2,043 shares

    0.02% of the 13F portfolio, value $1,769,767.

    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 43,773 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,715,446.

    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).