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AVANTAX ADVISORY SERVICES, INC.: TIP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 77,731 TIP 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 77,731 shares
    Change vs previous 13F +24,194 shares

    0.05% of the 13F portfolio, value $8,553,540.

    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 53,537 shares
    Change vs previous 13F +4,302 shares

    0.04% of the 13F portfolio, value $5,947,446.

    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 49,235 shares
    Change vs previous 13F -8,789 shares

    0.03% of the 13F portfolio, value $5,246,012.

    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 58,024 shares
    Change vs previous 13F -2,481 shares

    0.04% of the 13F portfolio, value $6,409,902.

    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 60,505 shares
    Change vs previous 13F -66,519 shares

    0.05% of the 13F portfolio, value $6,460,689.

    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 127,024 shares
    Change vs previous 13F +29,808 shares

    0.12% of the 13F portfolio, value $13,643,617.

    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 97,216 shares
    Change vs previous 13F -12,279 shares

    0.1% of the 13F portfolio, value $10,449,740.

    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 109,495 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,356,868.

    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).