Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: STAG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 7,941 STAG 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 7,941 shares
    Change vs previous 13F +324 shares

    <0.01% of the 13F portfolio, value $288,103.

    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 7,617 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $275,119.

    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 7,110 shares
    Change vs previous 13F -1,193 shares

    <0.01% of the 13F portfolio, value $240,446.

    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 8,303 shares
    Change vs previous 13F -4,897 shares

    <0.01% of the 13F portfolio, value $324,578.

    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 13,200 shares
    Change vs previous 13F +2,944 shares

    <0.01% of the 13F portfolio, value $475,999.

    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 10,256 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $394,234.

    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 10,511 shares
    Change vs previous 13F +1,114 shares

    <0.01% of the 13F portfolio, value $412,657.

    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 9,397 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $324,307.

    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).