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AVANTAX ADVISORY SERVICES, INC.: IVV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,842,537 IVV 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 1,842,537 shares
    Change vs previous 13F -24,373 shares

    6.29% of the 13F portfolio, value $1,144,031,086.

    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 1,866,910 shares
    Change vs previous 13F +75,776 shares

    6.36% of the 13F portfolio, value $1,049,016,438.

    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 1,791,134 shares
    Change vs previous 13F +12,229 shares

    6.62% of the 13F portfolio, value $1,054,404,911.

    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 1,778,905 shares
    Change vs previous 13F -13,898 shares

    6.74% of the 13F portfolio, value $1,026,107,689.

    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 1,792,803 shares
    Change vs previous 13F +101,033 shares

    7% of the 13F portfolio, value $981,075,500.

    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 1,691,770 shares
    Change vs previous 13F +31,896 shares

    7.89% of the 13F portfolio, value $889,413,908.

    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 1,659,874 shares
    Change vs previous 13F +69,384 shares

    7.87% of the 13F portfolio, value $792,805,399.

    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 1,590,490 shares
    Change vs previous 13F not available

    7.65% of the 13F portfolio, value $683,003,929.

    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).