NewEdge Wealth, LLC
- SEC CIK
- 0001861796
- Latest filing
- Aug 10, 2026
AVTA holding history
Avantax, Inc. in every 13F filed by NewEdge Wealth, LLC, 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 (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −351,247−100.0% | Sold out | Holders |
| Q3 2023 | 351,247 | $8.98M | 0.3% | −496,052−58.5% | Reduced | Holders |
| Q2 2023 | 847,299 | $19.0M | 0.6% | +407,028+92.4% | Added | Holders |
| Q1 2023 | 440,271 | $11.6M | 0.4% | +440,271 | New | Holders |