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AVANTAX ADVISORY SERVICES, INC.: ISCV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 64,197 ISCV 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 64,197 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $3,941,081.

    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 64,446 shares
    Change vs previous 13F +213 shares

    0.02% of the 13F portfolio, value $3,821,621.

    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 64,233 shares
    Change vs previous 13F +797 shares

    0.03% of the 13F portfolio, value $4,073,020.

    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 63,436 shares
    Change vs previous 13F -131 shares

    0.03% of the 13F portfolio, value $4,026,918.

    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 63,567 shares
    Change vs previous 13F +1,693 shares

    0.03% of the 13F portfolio, value $3,681,188.

    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 61,874 shares
    Change vs previous 13F -9,033 shares

    0.03% of the 13F portfolio, value $3,786,668.

    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 70,907 shares
    Change vs previous 13F +3,752 shares

    0.04% of the 13F portfolio, value $4,198,396.

    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 67,155 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,477,265.

    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).