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AVANTAX ADVISORY SERVICES, INC.: ICF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 94,836 ICF 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 94,836 shares
    Change vs previous 13F +1,812 shares

    0.03% of the 13F portfolio, value $5,800,143.

    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 93,024 shares
    Change vs previous 13F +18,405 shares

    0.03% of the 13F portfolio, value $5,723,768.

    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 74,619 shares
    Change vs previous 13F -6,054 shares

    0.03% of the 13F portfolio, value $4,496,518.

    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 80,673 shares
    Change vs previous 13F +1,229 shares

    0.03% of the 13F portfolio, value $5,317,139.

    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 79,444 shares
    Change vs previous 13F +33,417 shares

    0.03% of the 13F portfolio, value $4,551,322.

    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 46,027 shares
    Change vs previous 13F +1,471 shares

    0.02% of the 13F portfolio, value $2,655,779.

    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 44,556 shares
    Change vs previous 13F -24,447 shares

    0.03% of the 13F portfolio, value $2,616,786.

    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 69,003 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,461,204.

    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).