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AVANTAX ADVISORY SERVICES, INC.: IWR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,054,593 IWR 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 1,054,593 shares
    Change vs previous 13F +37,744 shares

    0.53% of the 13F portfolio, value $96,990,917.

    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 1,016,849 shares
    Change vs previous 13F +3,416 shares

    0.52% of the 13F portfolio, value $86,503,346.

    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 1,013,433 shares
    Change vs previous 13F +17,299 shares

    0.56% of the 13F portfolio, value $89,587,480.

    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 996,134 shares
    Change vs previous 13F -35,446 shares

    0.58% of the 13F portfolio, value $87,799,276.

    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 1,031,580 shares
    Change vs previous 13F -11,892 shares

    0.6% of the 13F portfolio, value $83,640,529.

    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 1,043,472 shares
    Change vs previous 13F -117,519 shares

    0.78% of the 13F portfolio, value $87,745,568.

    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 1,160,991 shares
    Change vs previous 13F -13,637 shares

    0.9% of the 13F portfolio, value $90,243,853.

    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 1,174,628 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $81,342,978.

    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).