AVANTAX ADVISORY SERVICES, INC.: WFG position timeline

AVANTAX ADVISORY SERVICES, INC. held 4,012 WFG 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 4,012 shares

   Change vs previous 13F +345 shares

   <0.01% of the 13F portfolio, value $294,080.

   13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 3,667 shares

   Change vs previous 13F +665 shares

   <0.01% of the 13F portfolio, value $282,139.

   13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 3,002 shares

   Change vs previous 13F +121 shares

   <0.01% of the 13F portfolio, value $259,823.

   13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 2,881 shares

   Change vs previous 13F +49 shares

   <0.01% of the 13F portfolio, value $280,494.

   13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 2,832 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $217,696.

   13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).