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AVANTAX ADVISORY SERVICES, INC.: SPHQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 427,025 SPHQ 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 427,025 shares
    Change vs previous 13F +36,749 shares

    0.17% of the 13F portfolio, value $30,429,815.

    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 390,276 shares
    Change vs previous 13F -80,242 shares

    0.16% of the 13F portfolio, value $25,890,932.

    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 470,518 shares
    Change vs previous 13F +152,016 shares

    0.2% of the 13F portfolio, value $31,538,848.

    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 318,502 shares
    Change vs previous 13F +7,972 shares

    0.14% of the 13F portfolio, value $21,425,605.

    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 310,530 shares
    Change vs previous 13F +16,892 shares

    0.14% of the 13F portfolio, value $19,731,069.

    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 293,638 shares
    Change vs previous 13F +248,660 shares

    0.16% of the 13F portfolio, value $17,741,633.

    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 44,978 shares
    Change vs previous 13F +5,209 shares

    0.02% of the 13F portfolio, value $2,432,385.

    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 39,769 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,990,046.

    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).