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AVANTAX ADVISORY SERVICES, INC.: STZ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 8,923 STZ 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 8,923 shares
    Change vs previous 13F +617 shares

    0.01% of the 13F portfolio, value $1,451,513.

    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 8,306 shares
    Change vs previous 13F -26,226 shares

    0.01% of the 13F portfolio, value $1,524,310.

    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 34,532 shares
    Change vs previous 13F -24 shares

    0.05% of the 13F portfolio, value $7,631,464.

    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 34,556 shares
    Change vs previous 13F +1,095 shares

    0.06% of the 13F portfolio, value $8,904,727.

    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 33,461 shares
    Change vs previous 13F +4,366 shares

    0.06% of the 13F portfolio, value $8,608,859.

    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 29,095 shares
    Change vs previous 13F -248 shares

    0.07% of the 13F portfolio, value $7,906,742.

    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 29,343 shares
    Change vs previous 13F +911 shares

    0.07% of the 13F portfolio, value $7,093,766.

    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 28,432 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,145,724.

    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).