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AVANTAX ADVISORY SERVICES, INC.: SUSA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 13,887 SUSA 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 13,887 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $1,760,237.

    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 13,871 shares
    Change vs previous 13F -87 shares

    0.01% of the 13F portfolio, value $1,593,343.

    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 13,958 shares
    Change vs previous 13F +2,275 shares

    0.01% of the 13F portfolio, value $1,697,176.

    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 11,683 shares
    Change vs previous 13F +290 shares

    0.01% of the 13F portfolio, value $1,406,309.

    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 11,393 shares
    Change vs previous 13F -312 shares

    0.01% of the 13F portfolio, value $1,280,200.

    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 11,705 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $1,277,861.

    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 11,754 shares
    Change vs previous 13F -1,093 shares

    0.01% of the 13F portfolio, value $1,181,377.

    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 12,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,155,887.

    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).