AVANTAX ADVISORY SERVICES, INC.: IOVA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on IOVA, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 16,299 IOVA shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 16,299 sharesChange vs previous 13F -2,261 shares
<0.01% of the 13F portfolio, value $28,034.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,560 sharesChange vs previous 13F +5,205 shares
<0.01% of the 13F portfolio, value $61,805.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,355 sharesChange vs previous 13F -1,804 shares
<0.01% of the 13F portfolio, value $98,827.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,159 sharesChange vs previous 13F +3,750 shares
<0.01% of the 13F portfolio, value $142,343.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 11,409 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $91,500.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).