Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: TREX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 16,538 TREX 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 16,538 shares
    Change vs previous 13F +312 shares

    <0.01% of the 13F portfolio, value $899,336.

    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 16,226 shares
    Change vs previous 13F +2,793 shares

    0.01% of the 13F portfolio, value $942,731.

    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 13,433 shares
    Change vs previous 13F -4,094 shares

    0.01% of the 13F portfolio, value $927,280.

    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 17,527 shares
    Change vs previous 13F -412 shares

    0.01% of the 13F portfolio, value $1,166,948.

    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 17,939 shares
    Change vs previous 13F +13,989 shares

    0.01% of the 13F portfolio, value $1,329,639.

    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 3,950 shares
    Change vs previous 13F +173 shares

    <0.01% of the 13F portfolio, value $394,013.

    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 3,777 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $312,698.

    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 3,407 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,973.

    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).