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AVANTAX ADVISORY SERVICES, INC.: USFR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 113,748 USFR 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 113,748 shares
    Change vs previous 13F -38,772 shares

    0.03% of the 13F portfolio, value $5,722,680.

    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 152,520 shares
    Change vs previous 13F +40,543 shares

    0.05% of the 13F portfolio, value $7,676,351.

    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 111,977 shares
    Change vs previous 13F -52,073 shares

    0.04% of the 13F portfolio, value $5,634,684.

    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 164,050 shares
    Change vs previous 13F -54,959 shares

    0.05% of the 13F portfolio, value $8,238,614.

    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 219,009 shares
    Change vs previous 13F -2,019 shares

    0.08% of the 13F portfolio, value $11,018,320.

    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 221,028 shares
    Change vs previous 13F -24,234 shares

    0.1% of the 13F portfolio, value $11,115,504.

    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 245,262 shares
    Change vs previous 13F -386,318 shares

    0.12% of the 13F portfolio, value $12,321,980.

    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 631,580 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $31,781,130.

    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).