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AVANTAX ADVISORY SERVICES, INC.: IVE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 560,577 IVE 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 560,577 shares
    Change vs previous 13F +18,291 shares

    0.6% of the 13F portfolio, value $109,547,940.

    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 542,286 shares
    Change vs previous 13F +73,448 shares

    0.63% of the 13F portfolio, value $103,348,942.

    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 468,838 shares
    Change vs previous 13F +11,018 shares

    0.56% of the 13F portfolio, value $89,491,771.

    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 457,820 shares
    Change vs previous 13F +40,949 shares

    0.59% of the 13F portfolio, value $90,268,353.

    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 416,871 shares
    Change vs previous 13F +261,945 shares

    0.54% of the 13F portfolio, value $75,874,642.

    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 154,926 shares
    Change vs previous 13F +60,059 shares

    0.26% of the 13F portfolio, value $28,941,762.

    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 94,867 shares
    Change vs previous 13F -19,755 shares

    0.16% of the 13F portfolio, value $16,496,481.

    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 114,622 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $17,633,472.

    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).