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AVANTAX ADVISORY SERVICES, INC.: USRT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 7,892 USRT 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 7,892 shares
    Change vs previous 13F -5,389 shares

    <0.01% of the 13F portfolio, value $446,361.

    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 13,281 shares
    Change vs previous 13F -82,087 shares

    <0.01% of the 13F portfolio, value $764,969.

    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 95,368 shares
    Change vs previous 13F +88,231 shares

    0.03% of the 13F portfolio, value $5,465,546.

    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 7,137 shares
    Change vs previous 13F -2,553 shares

    <0.01% of the 13F portfolio, value $439,442.

    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 9,690 shares
    Change vs previous 13F +4,247 shares

    <0.01% of the 13F portfolio, value $518,981.

    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 5,443 shares
    Change vs previous 13F -29,839 shares

    <0.01% of the 13F portfolio, value $292,858.

    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 35,282 shares
    Change vs previous 13F +27,653 shares

    0.02% of the 13F portfolio, value $1,915,434.

    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 7,629 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $359,943.

    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).