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AVANTAX ADVISORY SERVICES, INC.: IWF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 305,748 IWF 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 305,748 shares
    Change vs previous 13F +10,160 shares

    0.71% of the 13F portfolio, value $129,814,467.

    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 295,588 shares
    Change vs previous 13F +32,244 shares

    0.65% of the 13F portfolio, value $106,733,690.

    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 263,344 shares
    Change vs previous 13F +39,925 shares

    0.66% of the 13F portfolio, value $105,753,797.

    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 223,419 shares
    Change vs previous 13F +15,038 shares

    0.55% of the 13F portfolio, value $83,867,155.

    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 208,381 shares
    Change vs previous 13F +70,297 shares

    0.54% of the 13F portfolio, value $75,957,009.

    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 138,084 shares
    Change vs previous 13F +74,001 shares

    0.41% of the 13F portfolio, value $46,541,178.

    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 64,083 shares
    Change vs previous 13F +7,096 shares

    0.19% of the 13F portfolio, value $19,428,103.

    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 56,987 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,158,085.

    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).