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AVANTAX ADVISORY SERVICES, INC.: WST position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 7,406 WST 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 7,406 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $1,620,500.

    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 7,636 shares
    Change vs previous 13F +1,168 shares

    0.01% of the 13F portfolio, value $1,709,441.

    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 6,468 shares
    Change vs previous 13F -338 shares

    0.01% of the 13F portfolio, value $2,118,572.

    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 6,806 shares
    Change vs previous 13F +529 shares

    0.01% of the 13F portfolio, value $2,042,997.

    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 6,277 shares
    Change vs previous 13F +5,370 shares

    0.01% of the 13F portfolio, value $2,067,501.

    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 907 shares
    Change vs previous 13F +90 shares

    <0.01% of the 13F portfolio, value $359,080.

    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 817 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $287,698.

    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).