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AVANTAX ADVISORY SERVICES, INC.: SPOT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 9,636 SPOT 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 9,636 shares
    Change vs previous 13F +867 shares

    0.04% of the 13F portfolio, value $7,394,088.

    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 8,769 shares
    Change vs previous 13F +756 shares

    0.03% of the 13F portfolio, value $4,823,213.

    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 8,013 shares
    Change vs previous 13F +1,767 shares

    0.02% of the 13F portfolio, value $3,584,856.

    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 6,246 shares
    Change vs previous 13F +2,773 shares

    0.02% of the 13F portfolio, value $2,301,838.

    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 3,473 shares
    Change vs previous 13F +2,647 shares

    0.01% of the 13F portfolio, value $1,089,793.

    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 826 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $217,981.

    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).