AVANTAX ADVISORY SERVICES, INC.: IVT position timeline

AVANTAX ADVISORY SERVICES, INC. held 14,139 IVT 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 14,139 shares

   Change vs previous 13F -629 shares

   <0.01% of the 13F portfolio, value $387,400.

   13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 14,768 shares

   Change vs previous 13F +5,255 shares

   <0.01% of the 13F portfolio, value $433,747.

   13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 9,513 shares

   Change vs previous 13F +130 shares

   <0.01% of the 13F portfolio, value $286,633.

   13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 9,383 shares

   Change vs previous 13F -639 shares

   <0.01% of the 13F portfolio, value $266,201.

   13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 10,022 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $248,152.

   13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).