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AVANTAX ADVISORY SERVICES, INC.: IGM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 21,891 IGM 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 21,891 shares
    Change vs previous 13F +2,220 shares

    0.01% of the 13F portfolio, value $2,459,249.

    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 19,671 shares
    Change vs previous 13F -685 shares

    0.01% of the 13F portfolio, value $1,783,591.

    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 20,356 shares
    Change vs previous 13F +4,468 shares

    0.01% of the 13F portfolio, value $2,078,106.

    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 15,888 shares
    Change vs previous 13F -1,014 shares

    0.01% of the 13F portfolio, value $1,524,299.

    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 16,902 shares
    Change vs previous 13F +578 shares

    0.01% of the 13F portfolio, value $1,594,011.

    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 16,324 shares
    Change vs previous 13F +13,495 shares

    0.01% of the 13F portfolio, value $1,406,761.

    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 2,829 shares
    Change vs previous 13F +258 shares

    0.01% of the 13F portfolio, value $1,267,887.

    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 2,571 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $982,499.

    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).