AVANTAX ADVISORY SERVICES, INC.: WAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on WAT, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 2,060 WAT shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 2,060 sharesChange vs previous 13F +745 shares
<0.01% of the 13F portfolio, value $719,022.
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 1,315 sharesChange vs previous 13F +201 shares
<0.01% of the 13F portfolio, value $484,670.
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 1,114 sharesChange vs previous 13F +121 shares
<0.01% of the 13F portfolio, value $413,272.
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 993 sharesChange vs previous 13F +239 shares
<0.01% of the 13F portfolio, value $357,371.
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 754 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $218,750.
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).