Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: IUSV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 317,175 IUSV 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 317,175 shares
    Change vs previous 13F +5,979 shares

    0.16% of the 13F portfolio, value $30,014,222.

    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 311,196 shares
    Change vs previous 13F +5,484 shares

    0.17% of the 13F portfolio, value $28,720,273.

    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 305,712 shares
    Change vs previous 13F +7,927 shares

    0.18% of the 13F portfolio, value $28,305,899.

    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 297,785 shares
    Change vs previous 13F +2,914 shares

    0.19% of the 13F portfolio, value $28,435,456.

    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 294,871 shares
    Change vs previous 13F +25,423 shares

    0.19% of the 13F portfolio, value $25,986,936.

    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 269,448 shares
    Change vs previous 13F +6,973 shares

    0.22% of the 13F portfolio, value $24,368,835.

    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 262,475 shares
    Change vs previous 13F -24,417 shares

    0.22% of the 13F portfolio, value $22,134,505.

    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 286,892 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,407,899.

    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).