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AVANTAX ADVISORY SERVICES, INC.: IWD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 86,809 IWD 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 86,809 shares
    Change vs previous 13F +1,713 shares

    0.09% of the 13F portfolio, value $16,861,008.

    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 85,096 shares
    Change vs previous 13F -64,638 shares

    0.1% of the 13F portfolio, value $16,011,573.

    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 149,734 shares
    Change vs previous 13F +75,773 shares

    0.17% of the 13F portfolio, value $27,720,314.

    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 73,961 shares
    Change vs previous 13F +3,521 shares

    0.09% of the 13F portfolio, value $14,037,753.

    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 70,440 shares
    Change vs previous 13F -64 shares

    0.09% of the 13F portfolio, value $12,289,744.

    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 70,504 shares
    Change vs previous 13F -14,009 shares

    0.11% of the 13F portfolio, value $12,627,942.

    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 84,513 shares
    Change vs previous 13F +26,800 shares

    0.14% of the 13F portfolio, value $13,965,787.

    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 57,713 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,761,973.

    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).