Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: EFV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 520,069 EFV 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 520,069 shares
    Change vs previous 13F +123,143 shares

    0.18% of the 13F portfolio, value $33,013,999.

    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 396,926 shares
    Change vs previous 13F -63,935 shares

    0.14% of the 13F portfolio, value $23,394,805.

    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 460,861 shares
    Change vs previous 13F +41,647 shares

    0.15% of the 13F portfolio, value $24,181,375.

    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 419,214 shares
    Change vs previous 13F +188,639 shares

    0.16% of the 13F portfolio, value $24,117,387.

    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 230,575 shares
    Change vs previous 13F -59,046 shares

    0.09% of the 13F portfolio, value $12,229,693.

    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 289,621 shares
    Change vs previous 13F -66,708 shares

    0.14% of the 13F portfolio, value $15,755,373.

    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 356,329 shares
    Change vs previous 13F -12,212 shares

    0.18% of the 13F portfolio, value $18,564,716.

    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 368,541 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $18,032,710.

    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).