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AVANTAX ADVISORY SERVICES, INC.: TLH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 145,531 TLH 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 145,531 shares
    Change vs previous 13F +41,684 shares

    0.08% of the 13F portfolio, value $14,785,927.

    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 103,847 shares
    Change vs previous 13F +86,682 shares

    0.07% of the 13F portfolio, value $10,774,155.

    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 17,165 shares
    Change vs previous 13F +863 shares

    0.01% of the 13F portfolio, value $1,708,554.

    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 16,302 shares
    Change vs previous 13F +660 shares

    0.01% of the 13F portfolio, value $1,782,284.

    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 15,642 shares
    Change vs previous 13F -4,302 shares

    0.01% of the 13F portfolio, value $1,606,472.

    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 19,944 shares
    Change vs previous 13F +3,833 shares

    0.02% of the 13F portfolio, value $2,094,705.

    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 16,111 shares
    Change vs previous 13F +13,508 shares

    0.02% of the 13F portfolio, value $1,744,190.

    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 2,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,314.

    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).