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AVANTAX ADVISORY SERVICES, INC.: IMCV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 60,956 IMCV 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 60,956 shares
    Change vs previous 13F +2,773 shares

    0.03% of the 13F portfolio, value $4,631,461.

    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 58,183 shares
    Change vs previous 13F -702 shares

    0.03% of the 13F portfolio, value $4,316,591.

    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 58,885 shares
    Change vs previous 13F -13 shares

    0.03% of the 13F portfolio, value $4,372,808.

    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 58,898 shares
    Change vs previous 13F +114 shares

    0.03% of the 13F portfolio, value $4,513,912.

    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 58,784 shares
    Change vs previous 13F -1,223 shares

    0.03% of the 13F portfolio, value $4,129,012.

    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 60,007 shares
    Change vs previous 13F -33,925 shares

    0.04% of the 13F portfolio, value $4,353,512.

    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 93,932 shares
    Change vs previous 13F +3,885 shares

    0.06% of the 13F portfolio, value $6,361,076.

    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 90,047 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,455,966.

    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).