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AVANTAX ADVISORY SERVICES, INC.: TFI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 60,719 TFI 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 60,719 shares
    Change vs previous 13F +8,942 shares

    0.01% of the 13F portfolio, value $2,712,315.

    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 51,777 shares
    Change vs previous 13F -23,065 shares

    0.01% of the 13F portfolio, value $2,333,577.

    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 74,842 shares
    Change vs previous 13F +24,678 shares

    0.02% of the 13F portfolio, value $3,414,315.

    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 50,164 shares
    Change vs previous 13F -21,058 shares

    0.02% of the 13F portfolio, value $2,349,193.

    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 71,222 shares
    Change vs previous 13F +21,488 shares

    0.02% of the 13F portfolio, value $3,258,394.

    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 49,734 shares
    Change vs previous 13F -32,968 shares

    0.02% of the 13F portfolio, value $2,311,647.

    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 82,702 shares
    Change vs previous 13F +46,700 shares

    0.04% of the 13F portfolio, value $3,887,008.

    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 36,002 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,573,294.

    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).