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AVANTAX ADVISORY SERVICES, INC.: ICOW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 83,953 ICOW 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 83,953 shares
    Change vs previous 13F +10,028 shares

    0.02% of the 13F portfolio, value $2,856,927.

    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 73,925 shares
    Change vs previous 13F +4,414 shares

    0.01% of the 13F portfolio, value $2,321,991.

    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 69,511 shares
    Change vs previous 13F +24,585 shares

    0.01% of the 13F portfolio, value $2,029,018.

    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 44,926 shares
    Change vs previous 13F +14,275 shares

    0.01% of the 13F portfolio, value $1,421,022.

    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 30,651 shares
    Change vs previous 13F +6,799 shares

    0.01% of the 13F portfolio, value $930,563.

    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 23,852 shares
    Change vs previous 13F +6,034 shares

    0.01% of the 13F portfolio, value $762,070.

    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 17,818 shares
    Change vs previous 13F +5,465 shares

    0.01% of the 13F portfolio, value $556,649.

    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 12,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $368,996.

    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).