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AVANTAX ADVISORY SERVICES, INC.: IDV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 115,165 IDV 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 115,165 shares
    Change vs previous 13F -11,526 shares

    0.02% of the 13F portfolio, value $3,974,355.

    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 126,691 shares
    Change vs previous 13F +7,621 shares

    0.02% of the 13F portfolio, value $3,929,948.

    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 119,070 shares
    Change vs previous 13F -7,146 shares

    0.02% of the 13F portfolio, value $3,260,143.

    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 126,216 shares
    Change vs previous 13F -3,729 shares

    0.03% of the 13F portfolio, value $3,815,521.

    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 129,945 shares
    Change vs previous 13F -5,158 shares

    0.03% of the 13F portfolio, value $3,595,579.

    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 135,103 shares
    Change vs previous 13F -16,864 shares

    0.03% of the 13F portfolio, value $3,788,299.

    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 151,967 shares
    Change vs previous 13F +4,782 shares

    0.04% of the 13F portfolio, value $4,253,549.

    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 147,185 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,738,499.

    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).