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AVANTAX ADVISORY SERVICES, INC.: IDHQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 266,910 IDHQ 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 266,910 shares
    Change vs previous 13F +19,113 shares

    0.05% of the 13F portfolio, value $8,802,694.

    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 247,797 shares
    Change vs previous 13F +15,881 shares

    0.05% of the 13F portfolio, value $7,419,038.

    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 231,916 shares
    Change vs previous 13F +5,512 shares

    0.04% of the 13F portfolio, value $6,567,849.

    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 226,404 shares
    Change vs previous 13F +19,818 shares

    0.05% of the 13F portfolio, value $7,190,585.

    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 206,586 shares
    Change vs previous 13F +18,385 shares

    0.04% of the 13F portfolio, value $6,284,333.

    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 188,201 shares
    Change vs previous 13F +24,354 shares

    0.05% of the 13F portfolio, value $5,772,124.

    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 163,847 shares
    Change vs previous 13F +9,859 shares

    0.05% of the 13F portfolio, value $4,684,379.

    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 153,988 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,988,290.

    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).