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AVANTAX ADVISORY SERVICES, INC.: IOO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 362,722 IOO 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 362,722 shares
    Change vs previous 13F -20,231 shares

    0.21% of the 13F portfolio, value $39,105,043.

    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 382,953 shares
    Change vs previous 13F +11,514 shares

    0.22% of the 13F portfolio, value $36,874,527.

    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 371,439 shares
    Change vs previous 13F +17,329 shares

    0.24% of the 13F portfolio, value $37,429,930.

    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 354,110 shares
    Change vs previous 13F +32,608 shares

    0.23% of the 13F portfolio, value $35,113,566.

    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 321,502 shares
    Change vs previous 13F +82,874 shares

    0.22% of the 13F portfolio, value $31,050,706.

    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 238,628 shares
    Change vs previous 13F +78,626 shares

    0.19% of the 13F portfolio, value $21,335,757.

    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 160,002 shares
    Change vs previous 13F +37,562 shares

    0.13% of the 13F portfolio, value $12,883,329.

    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 122,440 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,967,485.

    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).