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AVANTAX ADVISORY SERVICES, INC.: IYK position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 26,761 IYK 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 26,761 shares
    Change vs previous 13F +1,368 shares

    0.01% of the 13F portfolio, value $1,886,128.

    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 25,393 shares
    Change vs previous 13F +2,295 shares

    0.01% of the 13F portfolio, value $1,817,345.

    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 23,098 shares
    Change vs previous 13F +274 shares

    0.01% of the 13F portfolio, value $1,514,989.

    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 22,824 shares
    Change vs previous 13F -425 shares

    0.01% of the 13F portfolio, value $1,610,670.

    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 23,249 shares
    Change vs previous 13F -301 shares

    0.01% of the 13F portfolio, value $1,528,606.

    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 23,550 shares
    Change vs previous 13F +7,027 shares

    0.01% of the 13F portfolio, value $1,592,711.

    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 16,523 shares
    Change vs previous 13F -1,472 shares

    0.03% of the 13F portfolio, value $3,167,718.

    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 17,995 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,356,307.

    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).