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AVANTAX ADVISORY SERVICES, INC.: IXUS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 52,568 IXUS 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 52,568 shares
    Change vs previous 13F +3,435 shares

    0.02% of the 13F portfolio, value $4,064,052.

    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 49,133 shares
    Change vs previous 13F -99 shares

    0.02% of the 13F portfolio, value $3,429,977.

    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 49,232 shares
    Change vs previous 13F -5,050 shares

    0.02% of the 13F portfolio, value $3,256,211.

    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 54,282 shares
    Change vs previous 13F -929 shares

    0.03% of the 13F portfolio, value $3,942,475.

    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 55,211 shares
    Change vs previous 13F +5,699 shares

    0.03% of the 13F portfolio, value $3,730,048.

    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 49,512 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $3,359,895.

    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 49,524 shares
    Change vs previous 13F +4,062 shares

    0.03% of the 13F portfolio, value $3,215,609.

    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 45,462 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,727,280.

    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).