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AVANTAX ADVISORY SERVICES, INC.: IWP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 89,685 IWP 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 89,685 shares
    Change vs previous 13F +2,437 shares

    0.07% of the 13F portfolio, value $12,437,490.

    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 87,248 shares
    Change vs previous 13F -5,680 shares

    0.06% of the 13F portfolio, value $10,250,796.

    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 92,928 shares
    Change vs previous 13F +15,801 shares

    0.07% of the 13F portfolio, value $11,778,651.

    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 77,127 shares
    Change vs previous 13F +7,429 shares

    0.06% of the 13F portfolio, value $9,046,256.

    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 69,698 shares
    Change vs previous 13F +2,795 shares

    0.05% of the 13F portfolio, value $7,691,188.

    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 66,903 shares
    Change vs previous 13F +13,782 shares

    0.07% of the 13F portfolio, value $7,636,279.

    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 53,121 shares
    Change vs previous 13F +4,588 shares

    0.06% of the 13F portfolio, value $5,549,059.

    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 48,533 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,433,517.

    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).