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AVANTAX ADVISORY SERVICES, INC.: ICLN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 33,630 ICLN 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 33,630 shares
    Change vs previous 13F -2,284 shares

    <0.01% of the 13F portfolio, value $440,893.

    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 35,914 shares
    Change vs previous 13F -3,034 shares

    <0.01% of the 13F portfolio, value $410,143.

    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 38,948 shares
    Change vs previous 13F -4,398 shares

    <0.01% of the 13F portfolio, value $443,232.

    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 43,346 shares
    Change vs previous 13F -4,272 shares

    <0.01% of the 13F portfolio, value $636,747.

    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 47,618 shares
    Change vs previous 13F -2,064 shares

    <0.01% of the 13F portfolio, value $634,270.

    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 49,682 shares
    Change vs previous 13F -6,895 shares

    0.01% of the 13F portfolio, value $694,559.

    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 56,577 shares
    Change vs previous 13F -1,435 shares

    0.01% of the 13F portfolio, value $880,896.

    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 58,012 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $848,139.

    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).