AVANTAX ADVISORY SERVICES, INC.: IEX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on IEX, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 10,004 IEX shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 10,004 sharesChange vs previous 13F +8,895 shares
0.01% of the 13F portfolio, value $1,756,430.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,109 sharesChange vs previous 13F -170 shares
<0.01% of the 13F portfolio, value $200,742.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,279 sharesChange vs previous 13F -167 shares
<0.01% of the 13F portfolio, value $267,577.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,446 sharesChange vs previous 13F -13 shares
<0.01% of the 13F portfolio, value $310,077.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,459 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $293,464.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).