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AVANTAX ADVISORY SERVICES, INC.: IUSB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,024,270 IUSB 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 1,024,270 shares
    Change vs previous 13F -10,886 shares

    0.26% of the 13F portfolio, value $47,351,977.

    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 1,035,156 shares
    Change vs previous 13F +15,748 shares

    0.29% of the 13F portfolio, value $47,699,984.

    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 1,019,408 shares
    Change vs previous 13F -100,281 shares

    0.29% of the 13F portfolio, value $46,077,252.

    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 1,119,689 shares
    Change vs previous 13F +205,631 shares

    0.35% of the 13F portfolio, value $52,759,740.

    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 914,058 shares
    Change vs previous 13F +81,610 shares

    0.29% of the 13F portfolio, value $41,333,681.

    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 832,448 shares
    Change vs previous 13F +234,399 shares

    0.34% of the 13F portfolio, value $37,951,287.

    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 598,049 shares
    Change vs previous 13F -2,575 shares

    0.27% of the 13F portfolio, value $27,552,128.

    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 600,624 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $26,256,294.

    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).