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AVANTAX ADVISORY SERVICES, INC.: IMCB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 83,245 IMCB 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 83,245 shares
    Change vs previous 13F +890 shares

    0.04% of the 13F portfolio, value $6,631,295.

    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 82,355 shares
    Change vs previous 13F +179 shares

    0.04% of the 13F portfolio, value $6,101,115.

    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 82,176 shares
    Change vs previous 13F -4,489 shares

    0.04% of the 13F portfolio, value $6,257,716.

    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 86,665 shares
    Change vs previous 13F +2,319 shares

    0.04% of the 13F portfolio, value $6,588,303.

    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 84,346 shares
    Change vs previous 13F +2,823 shares

    0.04% of the 13F portfolio, value $5,912,191.

    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 81,523 shares
    Change vs previous 13F -6,371 shares

    0.05% of the 13F portfolio, value $5,937,338.

    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 87,894 shares
    Change vs previous 13F -3,080 shares

    0.06% of the 13F portfolio, value $5,900,308.

    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 90,974 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,433,892.

    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).