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AVANTAX ADVISORY SERVICES, INC.: ILCV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 135,984 ILCV 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 135,984 shares
    Change vs previous 13F +2,799 shares

    0.06% of the 13F portfolio, value $11,339,694.

    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 133,185 shares
    Change vs previous 13F -876 shares

    0.07% of the 13F portfolio, value $10,847,930.

    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 134,061 shares
    Change vs previous 13F +943 shares

    0.07% of the 13F portfolio, value $10,856,285.

    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 133,118 shares
    Change vs previous 13F -1,744 shares

    0.07% of the 13F portfolio, value $10,942,316.

    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 134,862 shares
    Change vs previous 13F +4,081 shares

    0.07% of the 13F portfolio, value $10,293,063.

    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 130,781 shares
    Change vs previous 13F -97,552 shares

    0.09% of the 13F portfolio, value $10,051,801.

    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 228,333 shares
    Change vs previous 13F +12,752 shares

    0.16% of the 13F portfolio, value $16,124,852.

    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 215,581 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,963,164.

    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).