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AVANTAX ADVISORY SERVICES, INC.: WTPI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 10,291 WTPI 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 10,291 shares
    Change vs previous 13F -3,626 shares

    <0.01% of the 13F portfolio, value $329,715.

    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 13,917 shares
    Change vs previous 13F +5,372 shares

    <0.01% of the 13F portfolio, value $433,362.

    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 8,545 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $281,695.

    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 8,345 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $276,220.

    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 8,345 shares
    Change vs previous 13F -1,459 shares

    <0.01% of the 13F portfolio, value $278,389.

    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 9,804 shares
    Change vs previous 13F -1,083 shares

    <0.01% of the 13F portfolio, value $326,473.

    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 10,887 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,118.

    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).