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AVANTAX ADVISORY SERVICES, INC.: WFC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 190,450 WFC 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 190,450 shares
    Change vs previous 13F -2,047 shares

    0.08% of the 13F portfolio, value $15,258,863.

    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 192,497 shares
    Change vs previous 13F +14,089 shares

    0.08% of the 13F portfolio, value $13,819,344.

    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 178,408 shares
    Change vs previous 13F +2,523 shares

    0.08% of the 13F portfolio, value $12,531,392.

    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 175,885 shares
    Change vs previous 13F -1,672 shares

    0.07% of the 13F portfolio, value $9,935,715.

    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 177,557 shares
    Change vs previous 13F +57,807 shares

    0.08% of the 13F portfolio, value $10,545,124.

    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 119,750 shares
    Change vs previous 13F -4,515 shares

    0.06% of the 13F portfolio, value $6,940,728.

    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 124,265 shares
    Change vs previous 13F +12,614 shares

    0.06% of the 13F portfolio, value $6,116,311.

    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 111,651 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,562,050.

    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).