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AVANTAX ADVISORY SERVICES, INC.: SPSM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 134,538 SPSM 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 134,538 shares
    Change vs previous 13F -6,132 shares

    0.03% of the 13F portfolio, value $5,731,306.

    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 140,670 shares
    Change vs previous 13F -906 shares

    0.03% of the 13F portfolio, value $5,733,708.

    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 141,576 shares
    Change vs previous 13F -2,659 shares

    0.04% of the 13F portfolio, value $6,359,583.

    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 144,235 shares
    Change vs previous 13F +1,125 shares

    0.04% of the 13F portfolio, value $6,564,135.

    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 143,110 shares
    Change vs previous 13F -426 shares

    0.04% of the 13F portfolio, value $5,943,368.

    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 143,536 shares
    Change vs previous 13F +8,025 shares

    0.05% of the 13F portfolio, value $6,177,778.

    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 135,511 shares
    Change vs previous 13F -7,970 shares

    0.06% of the 13F portfolio, value $5,715,867.

    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 143,481 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,294,459.

    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).