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AVANTAX ADVISORY SERVICES, INC.: WSBC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 38,285 WSBC 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 38,285 shares
    Change vs previous 13F +356 shares

    0.01% of the 13F portfolio, value $1,210,942.

    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 37,929 shares
    Change vs previous 13F +3,341 shares

    0.01% of the 13F portfolio, value $1,174,277.

    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 34,588 shares
    Change vs previous 13F -917 shares

    0.01% of the 13F portfolio, value $1,125,490.

    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 35,505 shares
    Change vs previous 13F +366 shares

    0.01% of the 13F portfolio, value $1,057,340.

    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 35,139 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $980,725.

    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).