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AVANTAX ADVISORY SERVICES, INC.: SPYM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 127,027 SPYM 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 127,027 shares
    Change vs previous 13F -26,465 shares

    0.05% of the 13F portfolio, value $9,233,572.

    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 153,492 shares
    Change vs previous 13F +14,582 shares

    0.06% of the 13F portfolio, value $10,093,640.

    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 138,910 shares
    Change vs previous 13F +15,202 shares

    0.06% of the 13F portfolio, value $9,576,438.

    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 123,708 shares
    Change vs previous 13F +10,320 shares

    0.05% of the 13F portfolio, value $8,351,539.

    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 113,388 shares
    Change vs previous 13F +23,764 shares

    0.05% of the 13F portfolio, value $7,256,823.

    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 89,624 shares
    Change vs previous 13F +11,007 shares

    0.05% of the 13F portfolio, value $5,514,586.

    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 78,617 shares
    Change vs previous 13F +10,962 shares

    0.04% of the 13F portfolio, value $4,394,716.

    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 67,655 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,400,334.

    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).