Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: IUS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 3,905 IUS 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 3,905 shares
    Change vs previous 13F -809 shares

    <0.01% of the 13F portfolio, value $201,115.

    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 4,714 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $232,702.

    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 4,759 shares
    Change vs previous 13F -568 shares

    <0.01% of the 13F portfolio, value $236,366.

    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 5,327 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $267,954.

    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 5,564 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $263,922.

    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 5,415 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,986.

    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).