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AVANTAX ADVISORY SERVICES, INC.: IQDY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 121,411 IQDY 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 121,411 shares
    Change vs previous 13F +3,785 shares

    0.02% of the 13F portfolio, value $3,925,385.

    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 117,626 shares
    Change vs previous 13F +119 shares

    0.02% of the 13F portfolio, value $3,419,399.

    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 117,507 shares
    Change vs previous 13F +1,165 shares

    0.02% of the 13F portfolio, value $3,248,640.

    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 116,342 shares
    Change vs previous 13F +2,874 shares

    0.02% of the 13F portfolio, value $3,627,557.

    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 113,468 shares
    Change vs previous 13F +3,977 shares

    0.02% of the 13F portfolio, value $3,322,334.

    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 109,491 shares
    Change vs previous 13F +11,515 shares

    0.03% of the 13F portfolio, value $3,152,463.

    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 97,976 shares
    Change vs previous 13F +4,445 shares

    0.03% of the 13F portfolio, value $2,733,526.

    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 93,531 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,348,440.

    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).