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AVANTAX ADVISORY SERVICES, INC.: T position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 868,887 T 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 868,887 shares
    Change vs previous 13F -44,660 shares

    0.14% of the 13F portfolio, value $25,145,578.

    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 913,547 shares
    Change vs previous 13F -9,304 shares

    0.16% of the 13F portfolio, value $25,835,118.

    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 922,851 shares
    Change vs previous 13F +20,517 shares

    0.13% of the 13F portfolio, value $21,013,310.

    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 902,334 shares
    Change vs previous 13F -38,845 shares

    0.13% of the 13F portfolio, value $19,851,352.

    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 941,179 shares
    Change vs previous 13F +418,444 shares

    0.13% of the 13F portfolio, value $17,985,921.

    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 522,735 shares
    Change vs previous 13F -100,563 shares

    0.08% of the 13F portfolio, value $9,200,132.

    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 623,298 shares
    Change vs previous 13F -77,271 shares

    0.1% of the 13F portfolio, value $10,458,941.

    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 700,569 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,522,546.

    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).