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AVANTAX ADVISORY SERVICES, INC.: TFC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 182,978 TFC 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 182,978 shares
    Change vs previous 13F +18,057 shares

    0.04% of the 13F portfolio, value $7,866,244.

    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 164,921 shares
    Change vs previous 13F +6,511 shares

    0.04% of the 13F portfolio, value $6,786,485.

    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 158,410 shares
    Change vs previous 13F +15,842 shares

    0.04% of the 13F portfolio, value $6,871,827.

    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 142,568 shares
    Change vs previous 13F +3,822 shares

    0.04% of the 13F portfolio, value $6,097,653.

    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 138,746 shares
    Change vs previous 13F +19,428 shares

    0.04% of the 13F portfolio, value $5,390,287.

    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 119,318 shares
    Change vs previous 13F +1,860 shares

    0.04% of the 13F portfolio, value $4,651,030.

    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 117,458 shares
    Change vs previous 13F +10,802 shares

    0.04% of the 13F portfolio, value $4,336,549.

    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 106,656 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,051,432.

    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).