Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: IWV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 87,409 IWV 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 87,409 shares
    Change vs previous 13F -164 shares

    0.17% of the 13F portfolio, value $30,680,578.

    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 87,573 shares
    Change vs previous 13F +27,623 shares

    0.17% of the 13F portfolio, value $27,816,540.

    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 59,950 shares
    Change vs previous 13F +7,691 shares

    0.13% of the 13F portfolio, value $20,038,125.

    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 52,259 shares
    Change vs previous 13F -23 shares

    0.11% of the 13F portfolio, value $17,074,480.

    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 52,282 shares
    Change vs previous 13F +49,822 shares

    0.12% of the 13F portfolio, value $16,138,028.

    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 2,460 shares
    Change vs previous 13F +718 shares

    0.01% of the 13F portfolio, value $738,200.

    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 1,742 shares
    Change vs previous 13F +333 shares

    <0.01% of the 13F portfolio, value $476,818.

    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 1,409 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,300.

    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).