Financial reports
10-Q
2023 Q3
Quarterly report
6 Nov 23
10-Q
2023 Q2
Quarterly report
9 Aug 23
10-Q
2023 Q1
Quarterly report
8 May 23
10-K
2022 FY
Annual report
28 Feb 23
10-Q
2022 Q3
Quarterly report
1 Nov 22
10-Q
2022 Q2
Quarterly report
8 Aug 22
10-Q
2022 Q1
Quarterly report
4 May 22
10-K
2021 FY
Annual report
25 Feb 22
10-Q
2021 Q3
Quarterly report
4 Nov 21
10-Q
2021 Q2
Quarterly report
4 Aug 21
Current reports
8-K
Cetera Holdings Announces Close of Avantax Acquisition
27 Nov 23
8-K
Submission of Matters to a Vote of Security Holders
21 Nov 23
8-K
Departure of Directors or Certain Officers
13 Nov 23
8-K
Avantax Reports Third Quarter 2023 Results
6 Nov 23
8-K
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
11 Sep 23
8-K
Avantax Reports Second Quarter 2023 Results
9 Aug 23
8-K/A
Submission of Matters to a Vote of Security Holders
5 Jun 23
8-K
Avantax Reports First Quarter 2023 Results
8 May 23
8-K
Departure of Directors or Certain Officers
5 May 23
8-K
Entry into a Material Definitive Agreement
4 Apr 23
Registration and prospectus
15-12G
Securities registration termination
7 Dec 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
S-8 POS
Registration of securities for employees (post-effective amendment)
27 Nov 23
Proxies
DEFA14A
Additional proxy soliciting materials
13 Nov 23
DEFM14A
Proxy related to merger
16 Oct 23
PREM14A
Preliminary proxy related to merger
6 Oct 23
DEFA14A
Additional proxy soliciting materials
26 Sep 23
DEFA14A
Additional proxy soliciting materials
15 Sep 23
DEFA14A
Additional proxy soliciting materials
13 Sep 23
DEFA14A
Additional proxy soliciting materials
11 Sep 23
DEFR14A
Revised proxy
5 Apr 23
DEF 14A
Definitive proxy
3 Apr 23
PRE 14A
Preliminary proxy
24 Mar 23
Other
EFFECT
Notice of effectiveness
7 Dec 23
EFFECT
Notice of effectiveness
7 Dec 23
EFFECT
Notice of effectiveness
7 Dec 23
UPLOAD
Letter from SEC
7 Feb 23
UPLOAD
Letter from SEC
1 Feb 23
UPLOAD
Letter from SEC
6 Apr 21
CORRESP
Correspondence with SEC
2 Apr 21
UPLOAD
Letter from SEC
30 Mar 21
UPLOAD
Letter from SEC
5 Mar 21
UPLOAD
Letter from SEC
2 Jul 19
Ownership