AVANTAX ADVISORY SERVICES, INC.: UTZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on UTZ, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 30,598 UTZ shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 30,598 sharesChange vs previous 13F +361 shares
<0.01% of the 13F portfolio, value $384,003.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,237 sharesChange vs previous 13F +2,012 shares
<0.01% of the 13F portfolio, value $425,733.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,225 sharesChange vs previous 13F -2,219 shares
<0.01% of the 13F portfolio, value $441,997.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,444 sharesChange vs previous 13F -299 shares
<0.01% of the 13F portfolio, value $538,858.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 30,743 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $511,564.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).