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AVANTAX ADVISORY SERVICES, INC.: BIV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 143,702 BIV 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 143,702 shares
    Change vs previous 13F +13,756 shares

    0.06% of the 13F portfolio, value $11,113,914.

    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 129,946 shares
    Change vs previous 13F -10,543 shares

    0.06% of the 13F portfolio, value $9,949,999.

    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 140,489 shares
    Change vs previous 13F -87,958 shares

    0.07% of the 13F portfolio, value $10,498,756.

    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 228,447 shares
    Change vs previous 13F -16,825 shares

    0.12% of the 13F portfolio, value $17,903,395.

    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 245,272 shares
    Change vs previous 13F -177,337 shares

    0.13% of the 13F portfolio, value $18,368,420.

    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 422,609 shares
    Change vs previous 13F +5,440 shares

    0.28% of the 13F portfolio, value $31,864,694.

    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 417,169 shares
    Change vs previous 13F +64,380 shares

    0.32% of the 13F portfolio, value $31,863,357.

    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 352,789 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $25,510,183.

    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).