Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: URA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 27,560 URA 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 27,560 shares
    Change vs previous 13F +1,687 shares

    0.01% of the 13F portfolio, value $1,069,609.

    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 25,873 shares
    Change vs previous 13F +4,254 shares

    <0.01% of the 13F portfolio, value $593,003.

    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 21,619 shares
    Change vs previous 13F +3,044 shares

    <0.01% of the 13F portfolio, value $578,945.

    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 18,575 shares
    Change vs previous 13F -3,611 shares

    <0.01% of the 13F portfolio, value $531,436.

    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 22,186 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $642,289.

    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 22,056 shares
    Change vs previous 13F +3,695 shares

    0.01% of the 13F portfolio, value $635,876.

    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 18,361 shares
    Change vs previous 13F +6,204 shares

    0.01% of the 13F portfolio, value $508,410.

    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 12,157 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $328,718.

    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).