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AVANTAX ADVISORY SERVICES, INC.: SPYG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 125,512 SPYG 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 125,512 shares
    Change vs previous 13F +2,234 shares

    0.07% of the 13F portfolio, value $11,963,794.

    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 123,278 shares
    Change vs previous 13F +1,770 shares

    0.06% of the 13F portfolio, value $9,907,839.

    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 121,508 shares
    Change vs previous 13F +11,796 shares

    0.07% of the 13F portfolio, value $10,680,541.

    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 109,712 shares
    Change vs previous 13F -9,674 shares

    0.06% of the 13F portfolio, value $9,099,484.

    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 119,386 shares
    Change vs previous 13F +27,622 shares

    0.07% of the 13F portfolio, value $9,566,371.

    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 91,764 shares
    Change vs previous 13F +2,248 shares

    0.06% of the 13F portfolio, value $6,712,518.

    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 89,516 shares
    Change vs previous 13F +925 shares

    0.06% of the 13F portfolio, value $5,823,915.

    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 88,591 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,251,658.

    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).