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AVANTAX ADVISORY SERVICES, INC.: FIIG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 221,755 FIIG 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 221,755 shares
    Change vs previous 13F +7,144 shares

    0.03% of the 13F portfolio, value $4,652,429.

    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 214,611 shares
    Change vs previous 13F +2,433 shares

    0.03% of the 13F portfolio, value $4,453,188.

    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 212,178 shares
    Change vs previous 13F +60,429 shares

    0.03% of the 13F portfolio, value $4,339,036.

    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 151,749 shares
    Change vs previous 13F +47,452 shares

    0.02% of the 13F portfolio, value $3,242,868.

    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 104,297 shares
    Change vs previous 13F +56,148 shares

    0.02% of the 13F portfolio, value $2,130,789.

    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 48,149 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $990,425.

    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).