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AVANTAX ADVISORY SERVICES, INC.: INVA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 21,633 INVA 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 21,633 shares
    Change vs previous 13F +1,123 shares

    <0.01% of the 13F portfolio, value $434,607.

    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 20,510 shares
    Change vs previous 13F +2,009 shares

    <0.01% of the 13F portfolio, value $371,846.

    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 18,501 shares
    Change vs previous 13F +1,381 shares

    <0.01% of the 13F portfolio, value $320,992.

    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 17,120 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $330,587.

    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 17,171 shares
    Change vs previous 13F +758 shares

    <0.01% of the 13F portfolio, value $281,604.

    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 16,413 shares
    Change vs previous 13F +3,996 shares

    <0.01% of the 13F portfolio, value $250,134.

    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 12,417 shares
    Change vs previous 13F +1,907 shares

    <0.01% of the 13F portfolio, value $199,169.

    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 10,510 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,525.

    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).