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AVANTAX ADVISORY SERVICES, INC.: FIW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 51,506 FIW 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 51,506 shares
    Change vs previous 13F -669 shares

    0.03% of the 13F portfolio, value $5,561,591.

    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 52,175 shares
    Change vs previous 13F -33,821 shares

    0.03% of the 13F portfolio, value $5,254,544.

    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 85,996 shares
    Change vs previous 13F +4,904 shares

    0.06% of the 13F portfolio, value $8,775,913.

    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 81,092 shares
    Change vs previous 13F +3,449 shares

    0.06% of the 13F portfolio, value $8,865,804.

    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 77,643 shares
    Change vs previous 13F +1,021 shares

    0.06% of the 13F portfolio, value $7,762,746.

    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 76,622 shares
    Change vs previous 13F +35,242 shares

    0.07% of the 13F portfolio, value $7,823,095.

    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 41,380 shares
    Change vs previous 13F +119 shares

    0.04% of the 13F portfolio, value $3,922,759.

    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 41,261 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,414,368.

    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).