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AVANTAX ADVISORY SERVICES, INC.: IRM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 85,172 IRM 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 85,172 shares
    Change vs previous 13F +11,276 shares

    0.05% of the 13F portfolio, value $8,736,080.

    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 73,896 shares
    Change vs previous 13F +2,273 shares

    0.04% of the 13F portfolio, value $6,357,998.

    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 71,623 shares
    Change vs previous 13F -3,691 shares

    0.05% of the 13F portfolio, value $7,528,326.

    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 75,314 shares
    Change vs previous 13F -1,413 shares

    0.06% of the 13F portfolio, value $8,949,527.

    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 76,727 shares
    Change vs previous 13F +4,638 shares

    0.05% of the 13F portfolio, value $6,876,285.

    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 72,089 shares
    Change vs previous 13F -4,447 shares

    0.05% of the 13F portfolio, value $5,782,272.

    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 76,536 shares
    Change vs previous 13F -3,307 shares

    0.05% of the 13F portfolio, value $5,355,985.

    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 79,843 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,746,674.

    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).