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AVANTAX ADVISORY SERVICES, INC.: ICSH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 42,370 ICSH 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 42,370 shares
    Change vs previous 13F +2,151 shares

    0.01% of the 13F portfolio, value $2,148,559.

    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 40,219 shares
    Change vs previous 13F +539 shares

    0.01% of the 13F portfolio, value $2,039,124.

    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 39,680 shares
    Change vs previous 13F +10,029 shares

    0.01% of the 13F portfolio, value $2,001,084.

    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 29,651 shares
    Change vs previous 13F +2,517 shares

    0.01% of the 13F portfolio, value $1,504,501.

    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 27,134 shares
    Change vs previous 13F +4,840 shares

    0.01% of the 13F portfolio, value $1,371,071.

    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 22,294 shares
    Change vs previous 13F +12,194 shares

    0.01% of the 13F portfolio, value $1,127,201.

    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 10,100 shares
    Change vs previous 13F -1,605 shares

    0.01% of the 13F portfolio, value $508,614.

    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 11,705 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $589,680.

    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).