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AVANTAX ADVISORY SERVICES, INC.: IQLT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 164,817 IQLT 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 164,817 shares
    Change vs previous 13F +5,651 shares

    0.04% of the 13F portfolio, value $7,123,390.

    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 159,166 shares
    Change vs previous 13F +4,376 shares

    0.04% of the 13F portfolio, value $6,317,293.

    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 154,790 shares
    Change vs previous 13F -1,493 shares

    0.04% of the 13F portfolio, value $5,745,789.

    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 156,283 shares
    Change vs previous 13F +6,123 shares

    0.04% of the 13F portfolio, value $6,484,187.

    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 150,160 shares
    Change vs previous 13F +4,699 shares

    0.04% of the 13F portfolio, value $5,863,748.

    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 145,461 shares
    Change vs previous 13F +5,546 shares

    0.05% of the 13F portfolio, value $5,768,969.

    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 139,915 shares
    Change vs previous 13F +1,687 shares

    0.05% of the 13F portfolio, value $5,255,211.

    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 138,228 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,645,847.

    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).