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AVANTAX ADVISORY SERVICES, INC.: IJJ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 17,808 IJJ 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 17,808 shares
    Change vs previous 13F -4,061 shares

    0.01% of the 13F portfolio, value $2,200,687.

    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 21,869 shares
    Change vs previous 13F +1,451 shares

    0.02% of the 13F portfolio, value $2,618,330.

    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 20,418 shares
    Change vs previous 13F +880 shares

    0.02% of the 13F portfolio, value $2,551,476.

    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 19,538 shares
    Change vs previous 13F -535 shares

    0.02% of the 13F portfolio, value $2,415,241.

    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 20,073 shares
    Change vs previous 13F -9,789 shares

    0.02% of the 13F portfolio, value $2,277,425.

    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 29,862 shares
    Change vs previous 13F +11,935 shares

    0.03% of the 13F portfolio, value $3,532,408.

    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 17,927 shares
    Change vs previous 13F -11,684 shares

    0.02% of the 13F portfolio, value $2,044,421.

    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 29,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,988,679.

    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).