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AVANTAX ADVISORY SERVICES, INC.: IJT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 182,966 IJT 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 182,966 shares
    Change vs previous 13F +9,089 shares

    0.13% of the 13F portfolio, value $24,341,766.

    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 173,877 shares
    Change vs previous 13F +4,758 shares

    0.13% of the 13F portfolio, value $21,647,708.

    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 169,119 shares
    Change vs previous 13F +6,453 shares

    0.14% of the 13F portfolio, value $22,893,684.

    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 162,666 shares
    Change vs previous 13F +11,900 shares

    0.15% of the 13F portfolio, value $22,690,212.

    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 150,766 shares
    Change vs previous 13F +21,849 shares

    0.14% of the 13F portfolio, value $19,362,903.

    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 128,917 shares
    Change vs previous 13F +25,360 shares

    0.15% of the 13F portfolio, value $16,853,368.

    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 103,557 shares
    Change vs previous 13F +3,807 shares

    0.13% of the 13F portfolio, value $12,959,153.

    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 99,750 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,940,618.

    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).