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AVANTAX ADVISORY SERVICES, INC.: IJS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 148,729 IJS 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 148,729 shares
    Change vs previous 13F +51,300 shares

    0.08% of the 13F portfolio, value $14,797,059.

    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 97,429 shares
    Change vs previous 13F +3,873 shares

    0.06% of the 13F portfolio, value $9,497,352.

    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 93,556 shares
    Change vs previous 13F +3,834 shares

    0.06% of the 13F portfolio, value $10,161,132.

    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 89,722 shares
    Change vs previous 13F +2,914 shares

    0.06% of the 13F portfolio, value $9,659,433.

    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 86,808 shares
    Change vs previous 13F +11,541 shares

    0.06% of the 13F portfolio, value $8,443,819.

    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 75,267 shares
    Change vs previous 13F +691 shares

    0.07% of the 13F portfolio, value $7,734,431.

    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 74,576 shares
    Change vs previous 13F -11,149 shares

    0.08% of the 13F portfolio, value $7,686,553.

    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 85,725 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,648,429.

    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).