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AVANTAX ADVISORY SERVICES, INC.: AIQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 219,119 AIQ 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 219,119 shares
    Change vs previous 13F +49,341 shares

    0.05% of the 13F portfolio, value $9,573,315.

    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 169,778 shares
    Change vs previous 13F +68,794 shares

    0.04% of the 13F portfolio, value $6,176,528.

    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 100,984 shares
    Change vs previous 13F -1,607 shares

    0.02% of the 13F portfolio, value $3,902,018.

    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 102,591 shares
    Change vs previous 13F +7,467 shares

    0.03% of the 13F portfolio, value $3,813,309.

    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 95,124 shares
    Change vs previous 13F +16,408 shares

    0.02% of the 13F portfolio, value $3,389,267.

    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 78,716 shares
    Change vs previous 13F +17,100 shares

    0.02% of the 13F portfolio, value $2,673,181.

    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 61,616 shares
    Change vs previous 13F +8,832 shares

    0.02% of the 13F portfolio, value $1,921,176.

    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).

  8. period ended2023-09-30
    13F 52,784 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,420,408.

    13F-HR 0001085146-23-004176 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).