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AVANTAX ADVISORY SERVICES, INC.: SRVR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 52,008 SRVR 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 52,008 shares
    Change vs previous 13F +40,314 shares

    0.01% of the 13F portfolio, value $1,680,900.

    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 11,694 shares
    Change vs previous 13F -1,359 shares

    <0.01% of the 13F portfolio, value $343,210.

    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 13,053 shares
    Change vs previous 13F -1,633 shares

    <0.01% of the 13F portfolio, value $391,336.

    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 14,686 shares
    Change vs previous 13F -3,842 shares

    <0.01% of the 13F portfolio, value $472,003.

    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 18,528 shares
    Change vs previous 13F -3,110 shares

    <0.01% of the 13F portfolio, value $506,558.

    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 21,638 shares
    Change vs previous 13F -710 shares

    0.01% of the 13F portfolio, value $619,935.

    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 22,348 shares
    Change vs previous 13F -3,803 shares

    0.01% of the 13F portfolio, value $666,207.

    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 26,151 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $677,038.

    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).