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AVANTAX ADVISORY SERVICES, INC.: IMCG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 541,319 IMCG 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 541,319 shares
    Change vs previous 13F -4,803 shares

    0.24% of the 13F portfolio, value $43,430,032.

    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 546,122 shares
    Change vs previous 13F +5,869 shares

    0.24% of the 13F portfolio, value $39,009,516.

    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 540,253 shares
    Change vs previous 13F +39,345 shares

    0.26% of the 13F portfolio, value $40,805,266.

    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 500,908 shares
    Change vs previous 13F +40,752 shares

    0.24% of the 13F portfolio, value $36,551,245.

    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 460,156 shares
    Change vs previous 13F +61,952 shares

    0.22% of the 13F portfolio, value $31,175,585.

    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 398,204 shares
    Change vs previous 13F +65,978 shares

    0.25% of the 13F portfolio, value $28,145,029.

    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 332,226 shares
    Change vs previous 13F +37,234 shares

    0.21% of the 13F portfolio, value $21,411,965.

    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 294,992 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $16,852,893.

    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).