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AVANTAX ADVISORY SERVICES, INC.: WM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 104,814 WM 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 104,814 shares
    Change vs previous 13F +3,051 shares

    0.13% of the 13F portfolio, value $23,983,625.

    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 101,763 shares
    Change vs previous 13F +1,137 shares

    0.14% of the 13F portfolio, value $23,559,222.

    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 100,626 shares
    Change vs previous 13F +2,222 shares

    0.13% of the 13F portfolio, value $20,305,302.

    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 98,404 shares
    Change vs previous 13F -15,719 shares

    0.13% of the 13F portfolio, value $20,428,609.

    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 114,123 shares
    Change vs previous 13F +19,511 shares

    0.17% of the 13F portfolio, value $24,346,935.

    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 94,612 shares
    Change vs previous 13F +5,398 shares

    0.18% of the 13F portfolio, value $20,166,481.

    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 89,214 shares
    Change vs previous 13F +1,244 shares

    0.16% of the 13F portfolio, value $15,978,222.

    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 87,970 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $13,410,213.

    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).