Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: IJK position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 67,030 IJK 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 67,030 shares
    Change vs previous 13F -20,484 shares

    0.03% of the 13F portfolio, value $6,098,357.

    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 87,514 shares
    Change vs previous 13F +4,320 shares

    0.04% of the 13F portfolio, value $7,288,187.

    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 83,194 shares
    Change vs previous 13F +19,757 shares

    0.05% of the 13F portfolio, value $7,564,851.

    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 63,437 shares
    Change vs previous 13F +2,729 shares

    0.04% of the 13F portfolio, value $5,831,807.

    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 60,708 shares
    Change vs previous 13F +5,938 shares

    0.04% of the 13F portfolio, value $5,348,945.

    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 54,770 shares
    Change vs previous 13F -379 shares

    0.04% of the 13F portfolio, value $4,997,765.

    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 55,149 shares
    Change vs previous 13F -19,850 shares

    0.04% of the 13F portfolio, value $4,368,934.

    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 74,999 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,417,940.

    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).