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AVANTAX ADVISORY SERVICES, INC.: IYH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 14,613 IYH 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 14,613 shares
    Change vs previous 13F -1,002 shares

    <0.01% of the 13F portfolio, value $825,329.

    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 15,615 shares
    Change vs previous 13F +1,226 shares

    0.01% of the 13F portfolio, value $950,769.

    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 14,389 shares
    Change vs previous 13F -2,921 shares

    0.01% of the 13F portfolio, value $838,439.

    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 17,310 shares
    Change vs previous 13F -10,382 shares

    0.01% of the 13F portfolio, value $1,125,150.

    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 27,692 shares
    Change vs previous 13F -8,020 shares

    0.01% of the 13F portfolio, value $1,696,668.

    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 35,712 shares
    Change vs previous 13F +28,625 shares

    0.02% of the 13F portfolio, value $2,210,548.

    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 7,087 shares
    Change vs previous 13F -642 shares

    0.02% of the 13F portfolio, value $2,028,480.

    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 7,729 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,087,362.

    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).