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AVANTAX ADVISORY SERVICES, INC.: IWM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 916,552 IWM 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 916,552 shares
    Change vs previous 13F +16,484 shares

    1.09% of the 13F portfolio, value $197,782,736.

    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 900,068 shares
    Change vs previous 13F +33,499 shares

    1.09% of the 13F portfolio, value $179,554,570.

    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 866,569 shares
    Change vs previous 13F +20,392 shares

    1.2% of the 13F portfolio, value $191,477,093.

    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 846,177 shares
    Change vs previous 13F -6,962 shares

    1.23% of the 13F portfolio, value $186,912,060.

    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 853,139 shares
    Change vs previous 13F +26,174 shares

    1.23% of the 13F portfolio, value $173,093,413.

    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 826,965 shares
    Change vs previous 13F -47,229 shares

    1.54% of the 13F portfolio, value $173,910,757.

    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 874,194 shares
    Change vs previous 13F -63,357 shares

    1.74% of the 13F portfolio, value $175,459,357.

    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 937,551 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $165,702,785.

    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).