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AVANTAX ADVISORY SERVICES, INC.: TSLA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 183,083 TSLA 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 183,083 shares
    Change vs previous 13F +18,027 shares

    0.32% of the 13F portfolio, value $58,158,004.

    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 165,056 shares
    Change vs previous 13F +20,934 shares

    0.26% of the 13F portfolio, value $42,776,010.

    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 144,122 shares
    Change vs previous 13F -102 shares

    0.37% of the 13F portfolio, value $58,202,099.

    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 144,224 shares
    Change vs previous 13F +16,732 shares

    0.25% of the 13F portfolio, value $37,733,241.

    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 127,492 shares
    Change vs previous 13F +32,364 shares

    0.18% of the 13F portfolio, value $25,228,141.

    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 95,128 shares
    Change vs previous 13F +380 shares

    0.15% of the 13F portfolio, value $16,722,583.

    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 94,748 shares
    Change vs previous 13F +7,906 shares

    0.23% of the 13F portfolio, value $23,542,895.

    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 86,842 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,729,664.

    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).