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AVANTAX ADVISORY SERVICES, INC.: TBIL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 28,928 TBIL 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 28,928 shares
    Change vs previous 13F -2,601 shares

    0.01% of the 13F portfolio, value $1,446,263.

    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 31,529 shares
    Change vs previous 13F -83,231 shares

    0.01% of the 13F portfolio, value $1,576,765.

    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 114,760 shares
    Change vs previous 13F +2,065 shares

    0.04% of the 13F portfolio, value $5,721,948.

    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 112,695 shares
    Change vs previous 13F +10,980 shares

    0.04% of the 13F portfolio, value $5,639,244.

    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 101,715 shares
    Change vs previous 13F +2,364 shares

    0.04% of the 13F portfolio, value $5,087,787.

    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 99,351 shares
    Change vs previous 13F +18,647 shares

    0.04% of the 13F portfolio, value $4,970,540.

    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 80,704 shares
    Change vs previous 13F +58,022 shares

    0.04% of the 13F portfolio, value $4,023,897.

    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 22,682 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,135,705.

    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).