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AVANTAX ADVISORY SERVICES, INC.: ITA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 64,274 ITA 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 64,274 shares
    Change vs previous 13F +14,474 shares

    0.07% of the 13F portfolio, value $12,124,662.

    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 49,800 shares
    Change vs previous 13F -31,067 shares

    0.05% of the 13F portfolio, value $7,624,450.

    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 80,867 shares
    Change vs previous 13F +5,168 shares

    0.07% of the 13F portfolio, value $11,754,031.

    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 75,699 shares
    Change vs previous 13F -1,542 shares

    0.07% of the 13F portfolio, value $11,327,546.

    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 77,241 shares
    Change vs previous 13F +818 shares

    0.07% of the 13F portfolio, value $10,199,726.

    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 76,423 shares
    Change vs previous 13F +8,716 shares

    0.09% of the 13F portfolio, value $10,082,424.

    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 67,707 shares
    Change vs previous 13F -1,966 shares

    0.09% of the 13F portfolio, value $8,571,753.

    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 69,673 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,383,276.

    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).