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AVANTAX ADVISORY SERVICES, INC.: SPY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 433,504 SPY 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 433,504 shares
    Change vs previous 13F +22,119 shares

    1.47% of the 13F portfolio, value $267,840,412.

    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 411,385 shares
    Change vs previous 13F +37,274 shares

    1.4% of the 13F portfolio, value $230,124,721.

    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 374,111 shares
    Change vs previous 13F +9,878 shares

    1.38% of the 13F portfolio, value $219,259,175.

    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 364,233 shares
    Change vs previous 13F +1,808 shares

    1.37% of the 13F portfolio, value $208,982,576.

    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 362,425 shares
    Change vs previous 13F +35,367 shares

    1.41% of the 13F portfolio, value $197,238,750.

    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 327,058 shares
    Change vs previous 13F +31,572 shares

    1.52% of the 13F portfolio, value $171,074,450.

    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 295,486 shares
    Change vs previous 13F +44,329 shares

    1.39% of the 13F portfolio, value $140,447,408.

    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 251,157 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $107,364,630.

    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).