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AVANTAX ADVISORY SERVICES, INC.: TLT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 212,969 TLT 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 212,969 shares
    Change vs previous 13F -5,936 shares

    0.1% of the 13F portfolio, value $18,794,539.

    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 218,905 shares
    Change vs previous 13F -68,068 shares

    0.12% of the 13F portfolio, value $19,926,946.

    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 286,973 shares
    Change vs previous 13F +79,938 shares

    0.16% of the 13F portfolio, value $25,061,352.

    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 207,035 shares
    Change vs previous 13F +27,270 shares

    0.13% of the 13F portfolio, value $20,310,172.

    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 179,765 shares
    Change vs previous 13F +35,640 shares

    0.12% of the 13F portfolio, value $16,498,815.

    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 144,125 shares
    Change vs previous 13F -9,470 shares

    0.12% of the 13F portfolio, value $13,637,057.

    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 153,595 shares
    Change vs previous 13F +38,095 shares

    0.15% of the 13F portfolio, value $15,187,494.

    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 115,500 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,243,652.

    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).