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AVANTAX ADVISORY SERVICES, INC.: ITOT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 144,878 ITOT 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 144,878 shares
    Change vs previous 13F +2,775 shares

    0.11% of the 13F portfolio, value $19,564,338.

    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 142,103 shares
    Change vs previous 13F -14,855 shares

    0.11% of the 13F portfolio, value $17,337,984.

    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 156,958 shares
    Change vs previous 13F +18,818 shares

    0.13% of the 13F portfolio, value $20,187,967.

    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 138,140 shares
    Change vs previous 13F +1,801 shares

    0.11% of the 13F portfolio, value $17,353,142.

    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 136,339 shares
    Change vs previous 13F -15,023 shares

    0.12% of the 13F portfolio, value $16,194,348.

    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 151,362 shares
    Change vs previous 13F -2,343 shares

    0.15% of the 13F portfolio, value $17,452,054.

    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 153,705 shares
    Change vs previous 13F +27,349 shares

    0.16% of the 13F portfolio, value $16,174,397.

    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 126,356 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,901,458.

    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).