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AVANTAX ADVISORY SERVICES, INC.: SPLV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 209,168 SPLV 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 209,168 shares
    Change vs previous 13F +3,034 shares

    0.08% of the 13F portfolio, value $15,231,646.

    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 206,134 shares
    Change vs previous 13F +14,047 shares

    0.09% of the 13F portfolio, value $15,402,359.

    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 192,087 shares
    Change vs previous 13F +65,259 shares

    0.08% of the 13F portfolio, value $13,446,075.

    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 126,828 shares
    Change vs previous 13F -9,160 shares

    0.06% of the 13F portfolio, value $9,097,370.

    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 135,988 shares
    Change vs previous 13F +125 shares

    0.06% of the 13F portfolio, value $8,832,439.

    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 135,863 shares
    Change vs previous 13F +5,659 shares

    0.08% of the 13F portfolio, value $8,949,289.

    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 130,204 shares
    Change vs previous 13F -49,263 shares

    0.08% of the 13F portfolio, value $8,158,578.

    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 179,467 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,550,851.

    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).