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AVANTAX ADVISORY SERVICES, INC.: SPTS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 153,331 SPTS 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 153,331 shares
    Change vs previous 13F -8,188 shares

    0.02% of the 13F portfolio, value $4,491,051.

    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 161,519 shares
    Change vs previous 13F +21,161 shares

    0.03% of the 13F portfolio, value $4,722,807.

    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 140,358 shares
    Change vs previous 13F -18,482 shares

    0.03% of the 13F portfolio, value $4,071,780.

    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 158,840 shares
    Change vs previous 13F -16,456 shares

    0.03% of the 13F portfolio, value $4,671,477.

    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 175,296 shares
    Change vs previous 13F +25,677 shares

    0.04% of the 13F portfolio, value $5,060,803.

    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 149,619 shares
    Change vs previous 13F -15,640 shares

    0.04% of the 13F portfolio, value $4,326,989.

    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 165,259 shares
    Change vs previous 13F +592 shares

    0.05% of the 13F portfolio, value $4,800,788.

    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 164,667 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,729,224.

    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).