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AVANTAX ADVISORY SERVICES, INC.: IJR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 974,377 IJR 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 974,377 shares
    Change vs previous 13F +49,982 shares

    0.59% of the 13F portfolio, value $106,489,672.

    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 924,395 shares
    Change vs previous 13F +15,738 shares

    0.59% of the 13F portfolio, value $96,663,974.

    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 908,657 shares
    Change vs previous 13F +4,301 shares

    0.66% of the 13F portfolio, value $104,695,362.

    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 904,356 shares
    Change vs previous 13F +7,486 shares

    0.69% of the 13F portfolio, value $105,773,461.

    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 896,870 shares
    Change vs previous 13F +188,070 shares

    0.68% of the 13F portfolio, value $95,660,144.

    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 708,800 shares
    Change vs previous 13F +9,124 shares

    0.7% of the 13F portfolio, value $78,336,517.

    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 699,676 shares
    Change vs previous 13F -3,011 shares

    0.75% of the 13F portfolio, value $75,739,917.

    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 702,687 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $66,284,439.

    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).