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AVANTAX ADVISORY SERVICES, INC.: FDVV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 457,765 FDVV 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 457,765 shares
    Change vs previous 13F +24,745 shares

    0.13% of the 13F portfolio, value $23,812,919.

    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 433,020 shares
    Change vs previous 13F +143,310 shares

    0.13% of the 13F portfolio, value $21,477,792.

    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 289,710 shares
    Change vs previous 13F +65,515 shares

    0.09% of the 13F portfolio, value $14,468,112.

    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 224,195 shares
    Change vs previous 13F +44,809 shares

    0.07% of the 13F portfolio, value $11,355,484.

    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 179,386 shares
    Change vs previous 13F +36,956 shares

    0.06% of the 13F portfolio, value $8,391,671.

    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 142,430 shares
    Change vs previous 13F +20,901 shares

    0.06% of the 13F portfolio, value $6,453,488.

    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 121,529 shares
    Change vs previous 13F +25,158 shares

    0.05% of the 13F portfolio, value $5,138,235.

    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 96,371 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,718,950.

    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).