Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: IEI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 83,923 IEI 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 83,923 shares
    Change vs previous 13F +2,634 shares

    0.05% of the 13F portfolio, value $9,994,371.

    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 81,289 shares
    Change vs previous 13F +914 shares

    0.06% of the 13F portfolio, value $9,603,056.

    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 80,375 shares
    Change vs previous 13F +41,321 shares

    0.06% of the 13F portfolio, value $9,287,331.

    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 39,054 shares
    Change vs previous 13F +2,997 shares

    0.03% of the 13F portfolio, value $4,671,110.

    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 36,057 shares
    Change vs previous 13F +17,250 shares

    0.03% of the 13F portfolio, value $4,163,447.

    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 18,807 shares
    Change vs previous 13F -8,325 shares

    0.02% of the 13F portfolio, value $2,178,095.

    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 27,132 shares
    Change vs previous 13F +8,703 shares

    0.03% of the 13F portfolio, value $3,177,935.

    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 18,429 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,085,463.

    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).