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AVANTAX ADVISORY SERVICES, INC.: TM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 23,038 TM 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 23,038 shares
    Change vs previous 13F +2,344 shares

    0.02% of the 13F portfolio, value $3,968,604.

    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 20,694 shares
    Change vs previous 13F +1,148 shares

    0.02% of the 13F portfolio, value $3,653,107.

    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 19,546 shares
    Change vs previous 13F +7,748 shares

    0.02% of the 13F portfolio, value $3,803,899.

    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 11,798 shares
    Change vs previous 13F +155 shares

    0.01% of the 13F portfolio, value $2,106,778.

    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 11,643 shares
    Change vs previous 13F +9,785 shares

    0.02% of the 13F portfolio, value $2,386,381.

    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 1,858 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $467,678.

    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 1,967 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $360,750.

    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 1,885 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $338,860.

    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).