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AVANTAX ADVISORY SERVICES, INC.: IWS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 55,042 IWS 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 55,042 shares
    Change vs previous 13F -10,830 shares

    0.04% of the 13F portfolio, value $7,273,265.

    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 65,872 shares
    Change vs previous 13F -13,380 shares

    0.05% of the 13F portfolio, value $8,297,840.

    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 79,252 shares
    Change vs previous 13F -1,203 shares

    0.06% of the 13F portfolio, value $10,250,502.

    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 80,455 shares
    Change vs previous 13F -41,633 shares

    0.07% of the 13F portfolio, value $10,640,227.

    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 122,088 shares
    Change vs previous 13F +6,717 shares

    0.11% of the 13F portfolio, value $14,740,931.

    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 115,371 shares
    Change vs previous 13F -3,926 shares

    0.13% of the 13F portfolio, value $14,459,450.

    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 119,297 shares
    Change vs previous 13F +4,432 shares

    0.14% of the 13F portfolio, value $13,873,074.

    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 114,865 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,985,038.

    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).