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AVANTAX ADVISORY SERVICES, INC.: SPIB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 454,718 SPIB 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 454,718 shares
    Change vs previous 13F +31,822 shares

    0.08% of the 13F portfolio, value $15,269,446.

    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 422,896 shares
    Change vs previous 13F +71,063 shares

    0.09% of the 13F portfolio, value $14,057,075.

    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 351,833 shares
    Change vs previous 13F +78,501 shares

    0.07% of the 13F portfolio, value $11,526,063.

    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 273,332 shares
    Change vs previous 13F +30,165 shares

    0.06% of the 13F portfolio, value $9,214,030.

    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 243,167 shares
    Change vs previous 13F +45,167 shares

    0.06% of the 13F portfolio, value $7,917,524.

    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 198,000 shares
    Change vs previous 13F +59,092 shares

    0.06% of the 13F portfolio, value $6,472,633.

    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 138,908 shares
    Change vs previous 13F +30,089 shares

    0.05% of the 13F portfolio, value $4,560,335.

    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 108,819 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,422,372.

    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).