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AVANTAX ADVISORY SERVICES, INC.: IUSG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 209,690 IUSG 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 209,690 shares
    Change vs previous 13F -2,612 shares

    0.17% of the 13F portfolio, value $31,537,317.

    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 212,302 shares
    Change vs previous 13F +12,176 shares

    0.16% of the 13F portfolio, value $26,979,297.

    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 200,126 shares
    Change vs previous 13F +2,243 shares

    0.18% of the 13F portfolio, value $27,887,489.

    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 197,883 shares
    Change vs previous 13F -5,211 shares

    0.17% of the 13F portfolio, value $26,102,716.

    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 203,094 shares
    Change vs previous 13F +5,678 shares

    0.18% of the 13F portfolio, value $25,890,419.

    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 197,416 shares
    Change vs previous 13F -11 shares

    0.21% of the 13F portfolio, value $23,139,094.

    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 197,427 shares
    Change vs previous 13F -965 shares

    0.2% of the 13F portfolio, value $20,552,104.

    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 198,392 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $18,813,508.

    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).