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AVANTAX ADVISORY SERVICES, INC.: IHF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 76,669 IHF 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 76,669 shares
    Change vs previous 13F -2,035 shares

    0.02% of the 13F portfolio, value $3,729,927.

    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 78,704 shares
    Change vs previous 13F +9,143 shares

    0.03% of the 13F portfolio, value $4,155,553.

    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 69,561 shares
    Change vs previous 13F -1,387 shares

    0.02% of the 13F portfolio, value $3,338,222.

    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 70,948 shares
    Change vs previous 13F -619 shares

    0.03% of the 13F portfolio, value $4,051,836.

    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 71,567 shares
    Change vs previous 13F -205 shares

    0.03% of the 13F portfolio, value $3,751,519.

    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 71,772 shares
    Change vs previous 13F +58,351 shares

    0.03% of the 13F portfolio, value $3,914,419.

    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 13,421 shares
    Change vs previous 13F -3,492 shares

    0.03% of the 13F portfolio, value $3,523,689.

    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 16,913 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,162,230.

    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).