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AVANTAX ADVISORY SERVICES, INC.: UA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 13,961 UA 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 13,961 shares
    Change vs previous 13F -31 shares

    <0.01% of the 13F portfolio, value $90,607.

    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 13,992 shares
    Change vs previous 13F -808 shares

    <0.01% of the 13F portfolio, value $83,252.

    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 14,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $110,408.

    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).