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AVANTAX ADVISORY SERVICES, INC.: STIP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 34,884 STIP 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 34,884 shares
    Change vs previous 13F +13,506 shares

    0.02% of the 13F portfolio, value $3,589,943.

    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 21,378 shares
    Change vs previous 13F +4,624 shares

    0.01% of the 13F portfolio, value $2,212,008.

    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 16,754 shares
    Change vs previous 13F -1,146 shares

    0.01% of the 13F portfolio, value $1,685,424.

    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 17,900 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $1,813,588.

    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 17,823 shares
    Change vs previous 13F -5,164 shares

    0.01% of the 13F portfolio, value $1,773,179.

    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 22,987 shares
    Change vs previous 13F -13,779 shares

    0.02% of the 13F portfolio, value $2,285,549.

    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 36,766 shares
    Change vs previous 13F -8,424 shares

    0.04% of the 13F portfolio, value $3,624,775.

    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 45,190 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,379,815.

    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).