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AVANTAX ADVISORY SERVICES, INC.: IEMG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 2,145,093 IEMG 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 2,145,093 shares
    Change vs previous 13F +100,609 shares

    0.71% of the 13F portfolio, value $128,769,870.

    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 2,044,484 shares
    Change vs previous 13F -116,448 shares

    0.67% of the 13F portfolio, value $110,340,740.

    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 2,160,932 shares
    Change vs previous 13F +284,198 shares

    0.71% of the 13F portfolio, value $112,843,807.

    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 1,876,734 shares
    Change vs previous 13F -29,436 shares

    0.71% of the 13F portfolio, value $107,743,256.

    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 1,906,170 shares
    Change vs previous 13F +446,890 shares

    0.73% of the 13F portfolio, value $102,037,248.

    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 1,459,280 shares
    Change vs previous 13F -4,208 shares

    0.67% of the 13F portfolio, value $75,298,823.

    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 1,463,488 shares
    Change vs previous 13F -108,884 shares

    0.73% of the 13F portfolio, value $74,023,172.

    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 1,572,372 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $74,829,144.

    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).