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AVANTAX ADVISORY SERVICES, INC.: WHR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 2,759 WHR 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 2,759 shares
    Change vs previous 13F -8,236 shares

    <0.01% of the 13F portfolio, value $279,816.

    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 10,995 shares
    Change vs previous 13F +4,981 shares

    0.01% of the 13F portfolio, value $990,959.

    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 6,014 shares
    Change vs previous 13F +908 shares

    <0.01% of the 13F portfolio, value $688,437.

    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 5,106 shares
    Change vs previous 13F -1,105 shares

    <0.01% of the 13F portfolio, value $546,371.

    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 6,211 shares
    Change vs previous 13F +2,117 shares

    <0.01% of the 13F portfolio, value $634,728.

    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 4,094 shares
    Change vs previous 13F -459 shares

    <0.01% of the 13F portfolio, value $489,727.

    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 4,553 shares
    Change vs previous 13F +1,571 shares

    0.01% of the 13F portfolio, value $554,412.

    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 2,982 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $398,685.

    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).