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AVANTAX ADVISORY SERVICES, INC.: IEF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 218,586 IEF 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 218,586 shares
    Change vs previous 13F +62,961 shares

    0.12% of the 13F portfolio, value $20,933,939.

    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 155,625 shares
    Change vs previous 13F -43,359 shares

    0.09% of the 13F portfolio, value $14,841,994.

    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 198,984 shares
    Change vs previous 13F +15,646 shares

    0.12% of the 13F portfolio, value $18,396,114.

    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 183,338 shares
    Change vs previous 13F +18,864 shares

    0.12% of the 13F portfolio, value $17,989,094.

    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 164,474 shares
    Change vs previous 13F +20,414 shares

    0.11% of the 13F portfolio, value $15,403,031.

    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 144,060 shares
    Change vs previous 13F +10,686 shares

    0.12% of the 13F portfolio, value $13,636,672.

    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 133,374 shares
    Change vs previous 13F +19,200 shares

    0.13% of the 13F portfolio, value $12,855,880.

    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 114,174 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,457,170.

    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).