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AVANTAX ADVISORY SERVICES, INC.: USAI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 56,964 USAI 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 56,964 shares
    Change vs previous 13F +8,537 shares

    0.01% of the 13F portfolio, value $2,319,214.

    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 48,427 shares
    Change vs previous 13F +40,417 shares

    0.01% of the 13F portfolio, value $1,990,849.

    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 8,010 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $318,622.

    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).