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AVANTAX ADVISORY SERVICES, INC.: ICE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 32,953 ICE 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 32,953 shares
    Change vs previous 13F +2,304 shares

    0.03% of the 13F portfolio, value $6,045,859.

    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 30,649 shares
    Change vs previous 13F -5,015 shares

    0.03% of the 13F portfolio, value $5,286,900.

    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 35,664 shares
    Change vs previous 13F -223 shares

    0.03% of the 13F portfolio, value $5,314,303.

    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 35,887 shares
    Change vs previous 13F +171 shares

    0.04% of the 13F portfolio, value $5,764,874.

    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 35,716 shares
    Change vs previous 13F +23,828 shares

    0.03% of the 13F portfolio, value $4,889,137.

    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 11,888 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $1,633,776.

    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 11,876 shares
    Change vs previous 13F +1,420 shares

    0.02% of the 13F portfolio, value $1,525,218.

    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 10,456 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,150,412.

    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).