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AVANTAX ADVISORY SERVICES, INC.: WDAY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 22,717 WDAY 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 22,717 shares
    Change vs previous 13F +2,160 shares

    0.03% of the 13F portfolio, value $5,451,981.

    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 20,557 shares
    Change vs previous 13F +859 shares

    0.03% of the 13F portfolio, value $4,800,580.

    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 19,698 shares
    Change vs previous 13F +3,106 shares

    0.03% of the 13F portfolio, value $5,082,569.

    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 16,592 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $4,055,150.

    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 16,657 shares
    Change vs previous 13F +13,837 shares

    0.03% of the 13F portfolio, value $3,723,747.

    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 2,820 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $769,232.

    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 2,890 shares
    Change vs previous 13F +644 shares

    0.01% of the 13F portfolio, value $797,892.

    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 2,246 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $482,614.

    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).