Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: IWO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 17,538 IWO 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 17,538 shares
    Change vs previous 13F -1,572 shares

    0.03% of the 13F portfolio, value $5,013,533.

    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 19,110 shares
    Change vs previous 13F -4,479 shares

    0.03% of the 13F portfolio, value $4,883,230.

    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 23,589 shares
    Change vs previous 13F +9,082 shares

    0.04% of the 13F portfolio, value $6,789,426.

    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 14,507 shares
    Change vs previous 13F -3,886 shares

    0.03% of the 13F portfolio, value $4,120,096.

    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 18,393 shares
    Change vs previous 13F +5,901 shares

    0.03% of the 13F portfolio, value $4,828,773.

    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 12,492 shares
    Change vs previous 13F -7,164 shares

    0.03% of the 13F portfolio, value $3,382,800.

    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 19,656 shares
    Change vs previous 13F +11,635 shares

    0.05% of the 13F portfolio, value $4,957,596.

    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 8,021 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,797,951.

    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).