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AVANTAX ADVISORY SERVICES, INC.: YDEC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 44,626 YDEC 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 44,626 shares
    Change vs previous 13F -459 shares

    0.01% of the 13F portfolio, value $1,118,104.

    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 45,085 shares
    Change vs previous 13F +22,277 shares

    0.01% of the 13F portfolio, value $1,068,933.

    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 22,808 shares
    Change vs previous 13F +3,924 shares

    <0.01% of the 13F portfolio, value $514,777.

    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 18,884 shares
    Change vs previous 13F -2,637 shares

    <0.01% of the 13F portfolio, value $468,284.

    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 21,521 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $507,250.

    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 21,521 shares
    Change vs previous 13F +1,354 shares

    <0.01% of the 13F portfolio, value $506,174.

    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 20,167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $458,781.

    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).