Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: IWB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 48,825 IWB 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 48,825 shares
    Change vs previous 13F -1,002 shares

    0.09% of the 13F portfolio, value $16,579,601.

    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 49,827 shares
    Change vs previous 13F +17,480 shares

    0.09% of the 13F portfolio, value $15,284,009.

    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 32,347 shares
    Change vs previous 13F +1,761 shares

    0.07% of the 13F portfolio, value $10,420,986.

    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 30,586 shares
    Change vs previous 13F -3,781 shares

    0.06% of the 13F portfolio, value $9,615,987.

    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 34,367 shares
    Change vs previous 13F +15,865 shares

    0.07% of the 13F portfolio, value $10,225,623.

    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 18,502 shares
    Change vs previous 13F -4,241 shares

    0.05% of the 13F portfolio, value $5,329,190.

    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 22,743 shares
    Change vs previous 13F +1,686 shares

    0.06% of the 13F portfolio, value $5,964,610.

    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 21,057 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,946,485.

    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).