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AVANTAX ADVISORY SERVICES, INC.: USHY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 36,105 USHY 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 36,105 shares
    Change vs previous 13F +12,113 shares

    0.01% of the 13F portfolio, value $1,354,304.

    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 23,992 shares
    Change vs previous 13F -97,061 shares

    0.01% of the 13F portfolio, value $883,154.

    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 121,053 shares
    Change vs previous 13F +94,710 shares

    0.03% of the 13F portfolio, value $4,453,551.

    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 26,343 shares
    Change vs previous 13F -58,227 shares

    0.01% of the 13F portfolio, value $991,826.

    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 84,570 shares
    Change vs previous 13F +44,185 shares

    0.02% of the 13F portfolio, value $3,068,212.

    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 40,385 shares
    Change vs previous 13F +12,070 shares

    0.01% of the 13F portfolio, value $1,477,677.

    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 28,315 shares
    Change vs previous 13F +12,202 shares

    0.01% of the 13F portfolio, value $1,029,262.

    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 16,113 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $559,286.

    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).