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AVANTAX ADVISORY SERVICES, INC.: SUB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 13,949 SUB 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 13,949 shares
    Change vs previous 13F -1,194 shares

    0.01% of the 13F portfolio, value $1,483,387.

    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 15,143 shares
    Change vs previous 13F -3,115 shares

    0.01% of the 13F portfolio, value $1,599,070.

    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 18,258 shares
    Change vs previous 13F +4,388 shares

    0.01% of the 13F portfolio, value $1,925,843.

    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 13,870 shares
    Change vs previous 13F -466 shares

    0.01% of the 13F portfolio, value $1,472,882.

    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 14,336 shares
    Change vs previous 13F +4,544 shares

    0.01% of the 13F portfolio, value $1,498,846.

    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 9,792 shares
    Change vs previous 13F -4,054 shares

    0.01% of the 13F portfolio, value $1,025,533.

    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 13,846 shares
    Change vs previous 13F -11,634 shares

    0.01% of the 13F portfolio, value $1,459,803.

    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 25,480 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,620,850.

    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).