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AVANTAX ADVISORY SERVICES, INC.: SYK position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 23,629 SYK 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 23,629 shares
    Change vs previous 13F +1,387 shares

    0.05% of the 13F portfolio, value $9,348,385.

    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 22,242 shares
    Change vs previous 13F +969 shares

    0.05% of the 13F portfolio, value $8,279,667.

    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 21,273 shares
    Change vs previous 13F +887 shares

    0.05% of the 13F portfolio, value $7,659,383.

    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 20,386 shares
    Change vs previous 13F +1,907 shares

    0.05% of the 13F portfolio, value $7,364,734.

    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 18,479 shares
    Change vs previous 13F +8,778 shares

    0.04% of the 13F portfolio, value $6,287,515.

    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 9,701 shares
    Change vs previous 13F -183 shares

    0.03% of the 13F portfolio, value $3,471,732.

    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 9,884 shares
    Change vs previous 13F +844 shares

    0.03% of the 13F portfolio, value $2,959,766.

    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 9,040 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,470,325.

    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).