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AVANTAX ADVISORY SERVICES, INC.: DVY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 110,866 DVY 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 110,866 shares
    Change vs previous 13F +6,269 shares

    0.08% of the 13F portfolio, value $14,724,051.

    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 104,597 shares
    Change vs previous 13F +3,093 shares

    0.09% of the 13F portfolio, value $14,046,395.

    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 101,504 shares
    Change vs previous 13F +1,252 shares

    0.08% of the 13F portfolio, value $13,326,505.

    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 100,252 shares
    Change vs previous 13F -4,725 shares

    0.09% of the 13F portfolio, value $13,541,058.

    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 104,977 shares
    Change vs previous 13F -11,222 shares

    0.09% of the 13F portfolio, value $12,700,118.

    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 116,199 shares
    Change vs previous 13F +6,166 shares

    0.13% of the 13F portfolio, value $14,313,435.

    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 110,033 shares
    Change vs previous 13F -7,578 shares

    0.13% of the 13F portfolio, value $12,898,067.

    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 117,611 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,659,647.

    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).