Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: IBDX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 18,434 IBDX 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 18,434 shares
    Change vs previous 13F +1,217 shares

    <0.01% of the 13F portfolio, value $466,109.

    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 17,217 shares
    Change vs previous 13F +2,515 shares

    <0.01% of the 13F portfolio, value $430,247.

    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 14,702 shares
    Change vs previous 13F +4,160 shares

    <0.01% of the 13F portfolio, value $361,365.

    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 10,542 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $271,033.

    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 10,407 shares
    Change vs previous 13F +761 shares

    <0.01% of the 13F portfolio, value $255,595.

    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 9,646 shares
    Change vs previous 13F +1,429 shares

    <0.01% of the 13F portfolio, value $239,318.

    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 8,217 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,305.

    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).