Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: TDV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 11,849 TDV 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 11,849 shares
    Change vs previous 13F -3,590 shares

    0.01% of the 13F portfolio, value $985,838.

    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 15,439 shares
    Change vs previous 13F -1,318 shares

    0.01% of the 13F portfolio, value $1,124,728.

    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 16,757 shares
    Change vs previous 13F -202 shares

    0.01% of the 13F portfolio, value $1,264,344.

    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 16,959 shares
    Change vs previous 13F -22 shares

    0.01% of the 13F portfolio, value $1,307,023.

    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 16,981 shares
    Change vs previous 13F -1,382 shares

    0.01% of the 13F portfolio, value $1,266,734.

    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 18,363 shares
    Change vs previous 13F -98,614 shares

    0.01% of the 13F portfolio, value $1,321,972.

    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 116,977 shares
    Change vs previous 13F -9,399 shares

    0.08% of the 13F portfolio, value $8,139,252.

    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 126,376 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,853,008.

    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).