Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: IIIV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 17,577 IIIV 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 17,577 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $483,016.

    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 17,473 shares
    Change vs previous 13F +1,368 shares

    <0.01% of the 13F portfolio, value $431,059.

    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 16,105 shares
    Change vs previous 13F -1,178 shares

    <0.01% of the 13F portfolio, value $371,059.

    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 17,283 shares
    Change vs previous 13F +1,077 shares

    <0.01% of the 13F portfolio, value $368,301.

    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 16,206 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $357,828.

    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).