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AVANTAX ADVISORY SERVICES, INC.: FVD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 447,429 FVD 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 447,429 shares
    Change vs previous 13F -60,378 shares

    0.11% of the 13F portfolio, value $20,000,093.

    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 507,807 shares
    Change vs previous 13F -35,738 shares

    0.14% of the 13F portfolio, value $22,643,125.

    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 543,545 shares
    Change vs previous 13F +26,826 shares

    0.15% of the 13F portfolio, value $23,720,288.

    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 516,719 shares
    Change vs previous 13F -208,114 shares

    0.15% of the 13F portfolio, value $23,505,547.

    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 724,833 shares
    Change vs previous 13F -33,450 shares

    0.21% of the 13F portfolio, value $29,536,961.

    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 758,283 shares
    Change vs previous 13F -358,386 shares

    0.28% of the 13F portfolio, value $32,022,285.

    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 1,116,669 shares
    Change vs previous 13F -37,153 shares

    0.45% of the 13F portfolio, value $45,292,085.

    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 1,153,822 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $43,141,398.

    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).