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AVANTAX ADVISORY SERVICES, INC.: SPSB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 629,356 SPSB 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 629,356 shares
    Change vs previous 13F +48,585 shares

    0.1% of the 13F portfolio, value $19,000,256.

    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 580,771 shares
    Change vs previous 13F +69,682 shares

    0.11% of the 13F portfolio, value $17,481,213.

    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 511,089 shares
    Change vs previous 13F +44,378 shares

    0.1% of the 13F portfolio, value $15,261,120.

    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 466,711 shares
    Change vs previous 13F +37,242 shares

    0.09% of the 13F portfolio, value $14,132,022.

    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 429,469 shares
    Change vs previous 13F +67,548 shares

    0.09% of the 13F portfolio, value $12,755,228.

    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 361,921 shares
    Change vs previous 13F +26,045 shares

    0.1% of the 13F portfolio, value $10,774,379.

    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 335,876 shares
    Change vs previous 13F +43,033 shares

    0.1% of the 13F portfolio, value $10,002,371.

    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 292,843 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,586,159.

    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).