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AVANTAX ADVISORY SERVICES, INC.: IGIB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 274,755 IGIB 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 274,755 shares
    Change vs previous 13F +12,685 shares

    0.08% of the 13F portfolio, value $14,641,695.

    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 262,070 shares
    Change vs previous 13F +53,291 shares

    0.08% of the 13F portfolio, value $13,763,920.

    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 208,779 shares
    Change vs previous 13F -12,655 shares

    0.07% of the 13F portfolio, value $10,754,218.

    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 221,434 shares
    Change vs previous 13F -214,881 shares

    0.08% of the 13F portfolio, value $11,895,443.

    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 436,315 shares
    Change vs previous 13F +73,376 shares

    0.16% of the 13F portfolio, value $22,365,525.

    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 362,939 shares
    Change vs previous 13F +165,259 shares

    0.17% of the 13F portfolio, value $18,727,633.

    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 197,680 shares
    Change vs previous 13F +71,235 shares

    0.1% of the 13F portfolio, value $10,279,382.

    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 126,445 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,151,564.

    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).