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AVANTAX ADVISORY SERVICES, INC.: ISCG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 378,433 ISCG 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 378,433 shares
    Change vs previous 13F -20,546 shares

    0.1% of the 13F portfolio, value $18,830,816.

    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 398,979 shares
    Change vs previous 13F +4,461 shares

    0.11% of the 13F portfolio, value $17,973,985.

    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 394,518 shares
    Change vs previous 13F +16,204 shares

    0.12% of the 13F portfolio, value $19,512,861.

    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 378,314 shares
    Change vs previous 13F +26,593 shares

    0.12% of the 13F portfolio, value $18,522,244.

    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 351,721 shares
    Change vs previous 13F +34,878 shares

    0.11% of the 13F portfolio, value $15,996,270.

    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 316,843 shares
    Change vs previous 13F -12,042 shares

    0.13% of the 13F portfolio, value $14,755,367.

    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 328,885 shares
    Change vs previous 13F +24,698 shares

    0.14% of the 13F portfolio, value $14,470,955.

    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 304,187 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,790,283.

    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).