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AVANTAX ADVISORY SERVICES, INC.: IWC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 72,443 IWC 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 72,443 shares
    Change vs previous 13F -6,574 shares

    0.05% of the 13F portfolio, value $9,248,026.

    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 79,017 shares
    Change vs previous 13F +6,246 shares

    0.05% of the 13F portfolio, value $8,763,770.

    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 72,771 shares
    Change vs previous 13F +872 shares

    0.06% of the 13F portfolio, value $9,487,902.

    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 71,899 shares
    Change vs previous 13F -6,400 shares

    0.06% of the 13F portfolio, value $8,866,600.

    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 78,299 shares
    Change vs previous 13F -21,120 shares

    0.06% of the 13F portfolio, value $8,926,112.

    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 99,419 shares
    Change vs previous 13F -48,509 shares

    0.11% of the 13F portfolio, value $12,048,642.

    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 147,928 shares
    Change vs previous 13F -3,639 shares

    0.17% of the 13F portfolio, value $17,164,102.

    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 151,567 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,171,838.

    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).