Cornerstone Management, Inc.
- SEC CIK
- 0001587867
- Latest filing
- Jul 16, 2026
AVTA holding history
Avantax, Inc. in every 13F filed by Cornerstone Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AVTA overviewAll 13F holders of AVTAFull Q2 2026 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −1,940−100.0% | Sold out | Holders |
| Q1 2023 | 1,940 | $51.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,940 | $49.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 1,940 | $37.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 1,940 | $35.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 1,940 | $37.9K | <0.1% | +1,940 | New | Holders |