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AVANTAX ADVISORY SERVICES, INC.: WSFS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 21,440 WSFS 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 21,440 shares
    Change vs previous 13F -10,031 shares

    0.01% of the 13F portfolio, value $1,179,215.

    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 31,471 shares
    Change vs previous 13F -254 shares

    0.01% of the 13F portfolio, value $1,632,412.

    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 31,725 shares
    Change vs previous 13F +493 shares

    0.01% of the 13F portfolio, value $1,685,575.

    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 31,232 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $1,592,532.

    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 31,108 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,462,062.

    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).