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AVANTAX ADVISORY SERVICES, INC.: IGSB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 88,567 IGSB 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 88,567 shares
    Change vs previous 13F -5,559 shares

    0.03% of the 13F portfolio, value $4,672,813.

    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 94,126 shares
    Change vs previous 13F +19,578 shares

    0.03% of the 13F portfolio, value $4,929,352.

    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 74,548 shares
    Change vs previous 13F +1,124 shares

    0.02% of the 13F portfolio, value $3,854,114.

    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 73,424 shares
    Change vs previous 13F +2,157 shares

    0.03% of the 13F portfolio, value $3,866,529.

    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 71,267 shares
    Change vs previous 13F -10,901 shares

    0.03% of the 13F portfolio, value $3,651,728.

    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 82,168 shares
    Change vs previous 13F +32,719 shares

    0.04% of the 13F portfolio, value $4,213,558.

    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 49,449 shares
    Change vs previous 13F -3,233 shares

    0.03% of the 13F portfolio, value $2,535,478.

    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 52,682 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,625,130.

    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).