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AVANTAX ADVISORY SERVICES, INC.: SPHY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 103,135 SPHY 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 103,135 shares
    Change vs previous 13F +32,376 shares

    0.01% of the 13F portfolio, value $2,454,603.

    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 70,759 shares
    Change vs previous 13F -10,369 shares

    0.01% of the 13F portfolio, value $1,657,169.

    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 81,128 shares
    Change vs previous 13F +36,649 shares

    0.01% of the 13F portfolio, value $1,904,062.

    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 44,479 shares
    Change vs previous 13F -7,240 shares

    0.01% of the 13F portfolio, value $1,069,728.

    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 51,719 shares
    Change vs previous 13F -908 shares

    0.01% of the 13F portfolio, value $1,201,442.

    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 52,627 shares
    Change vs previous 13F +12,240 shares

    0.01% of the 13F portfolio, value $1,234,627.

    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 40,387 shares
    Change vs previous 13F +23,789 shares

    0.01% of the 13F portfolio, value $944,253.

    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 16,598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $372,117.

    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).