AVANTAX ADVISORY SERVICES, INC.: ST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on ST, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 24,392 ST shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 24,392 sharesChange vs previous 13F +4,229 shares
<0.01% of the 13F portfolio, value $734,430.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,163 sharesChange vs previous 13F +6,740 shares
<0.01% of the 13F portfolio, value $489,352.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,423 sharesChange vs previous 13F -6,451 shares
<0.01% of the 13F portfolio, value $367,782.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,874 sharesChange vs previous 13F +2,218 shares
<0.01% of the 13F portfolio, value $712,693.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 17,656 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $660,161.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).