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AVANTAX ADVISORY SERVICES, INC.: IWY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 226,275 IWY 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 226,275 shares
    Change vs previous 13F -4,709 shares

    0.31% of the 13F portfolio, value $55,779,009.

    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 230,984 shares
    Change vs previous 13F -7,560 shares

    0.3% of the 13F portfolio, value $48,723,849.

    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 238,544 shares
    Change vs previous 13F +1,179 shares

    0.35% of the 13F portfolio, value $56,122,207.

    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 237,365 shares
    Change vs previous 13F -22,091 shares

    0.34% of the 13F portfolio, value $52,232,201.

    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 259,456 shares
    Change vs previous 13F +32,244 shares

    0.4% of the 13F portfolio, value $55,658,490.

    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 227,212 shares
    Change vs previous 13F +61,232 shares

    0.39% of the 13F portfolio, value $44,329,040.

    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 165,980 shares
    Change vs previous 13F +30,909 shares

    0.29% of the 13F portfolio, value $29,083,002.

    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 135,071 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $20,777,922.

    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).