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AVANTAX ADVISORY SERVICES, INC.: IJH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 640,753 IJH 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 640,753 shares
    Change vs previous 13F -1,680 shares

    0.22% of the 13F portfolio, value $39,739,509.

    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 642,433 shares
    Change vs previous 13F +21,346 shares

    0.23% of the 13F portfolio, value $37,485,937.

    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 621,087 shares
    Change vs previous 13F +33,703 shares

    0.24% of the 13F portfolio, value $38,699,904.

    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 587,384 shares
    Change vs previous 13F +29,872 shares

    0.24% of the 13F portfolio, value $36,605,789.

    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 557,512 shares
    Change vs previous 13F +30,101 shares

    0.23% of the 13F portfolio, value $32,625,591.

    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 527,411 shares
    Change vs previous 13F +419,152 shares

    0.28% of the 13F portfolio, value $32,034,947.

    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 108,259 shares
    Change vs previous 13F -7,273 shares

    0.3% of the 13F portfolio, value $30,003,900.

    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 115,532 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $28,807,815.

    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).