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AVANTAX ADVISORY SERVICES, INC.: IWN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 40,861 IWN 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 40,861 shares
    Change vs previous 13F +12,647 shares

    0.04% of the 13F portfolio, value $6,446,154.

    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 28,214 shares
    Change vs previous 13F -7,848 shares

    0.03% of the 13F portfolio, value $4,259,778.

    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 36,062 shares
    Change vs previous 13F +8,217 shares

    0.04% of the 13F portfolio, value $5,920,299.

    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 27,845 shares
    Change vs previous 13F -8,667 shares

    0.03% of the 13F portfolio, value $4,645,071.

    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 36,512 shares
    Change vs previous 13F +816 shares

    0.04% of the 13F portfolio, value $5,560,755.

    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 35,696 shares
    Change vs previous 13F -10,027 shares

    0.05% of the 13F portfolio, value $5,668,927.

    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 45,723 shares
    Change vs previous 13F +15,492 shares

    0.07% of the 13F portfolio, value $7,102,077.

    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 30,231 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,097,805.

    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).