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AVANTAX ADVISORY SERVICES, INC.: IVW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 958,227 IVW 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 958,227 shares
    Change vs previous 13F -28,707 shares

    0.58% of the 13F portfolio, value $105,500,762.

    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 986,934 shares
    Change vs previous 13F +84,548 shares

    0.56% of the 13F portfolio, value $91,617,106.

    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 902,386 shares
    Change vs previous 13F +106,458 shares

    0.58% of the 13F portfolio, value $91,619,246.

    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 795,928 shares
    Change vs previous 13F -10,730 shares

    0.5% of the 13F portfolio, value $76,210,061.

    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 806,658 shares
    Change vs previous 13F +254,785 shares

    0.53% of the 13F portfolio, value $74,648,086.

    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 551,873 shares
    Change vs previous 13F +205,762 shares

    0.41% of the 13F portfolio, value $46,600,126.

    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 346,111 shares
    Change vs previous 13F -32,969 shares

    0.26% of the 13F portfolio, value $25,992,925.

    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 379,080 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $25,936,681.

    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).