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Disclosery

AVANTAX ADVISORY SERVICES, INC.: TTAN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 2,502 TTAN 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 2,502 shares
    Change vs previous 13F -8,190 shares

    <0.01% of the 13F portfolio, value $268,164.

    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 10,692 shares
    Change vs previous 13F +8,481 shares

    0.01% of the 13F portfolio, value $1,016,916.

    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 2,211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,446.

    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).