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AVANTAX ADVISORY SERVICES, INC.: WEC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 59,939 WEC 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 59,939 shares
    Change vs previous 13F +5,362 shares

    0.03% of the 13F portfolio, value $6,245,654.

    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 54,577 shares
    Change vs previous 13F -170 shares

    0.04% of the 13F portfolio, value $5,947,814.

    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 54,747 shares
    Change vs previous 13F +1,692 shares

    0.03% of the 13F portfolio, value $5,148,419.

    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 53,055 shares
    Change vs previous 13F +18,316 shares

    0.03% of the 13F portfolio, value $5,102,849.

    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 34,739 shares
    Change vs previous 13F -4,758 shares

    0.02% of the 13F portfolio, value $2,725,634.

    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 39,497 shares
    Change vs previous 13F +5,733 shares

    0.03% of the 13F portfolio, value $3,243,515.

    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 33,764 shares
    Change vs previous 13F +3,437 shares

    0.03% of the 13F portfolio, value $2,841,899.

    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 30,327 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,442,857.

    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).