AVANTAX ADVISORY SERVICES, INC.: IBN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on IBN, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 19,102 IBN shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 19,102 sharesChange vs previous 13F +1,544 shares
<0.01% of the 13F portfolio, value $642,581.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,558 sharesChange vs previous 13F +652 shares
<0.01% of the 13F portfolio, value $553,419.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,906 sharesChange vs previous 13F -4,762 shares
<0.01% of the 13F portfolio, value $504,804.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,668 sharesChange vs previous 13F -1,812 shares
<0.01% of the 13F portfolio, value $646,782.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 23,480 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $676,472.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).