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AVANTAX ADVISORY SERVICES, INC.: IYW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 327,678 IYW 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 327,678 shares
    Change vs previous 13F +495 shares

    0.31% of the 13F portfolio, value $56,776,742.

    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 327,183 shares
    Change vs previous 13F -34,826 shares

    0.28% of the 13F portfolio, value $45,949,584.

    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 362,009 shares
    Change vs previous 13F +12,036 shares

    0.36% of the 13F portfolio, value $57,747,697.

    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 349,973 shares
    Change vs previous 13F +778 shares

    0.35% of the 13F portfolio, value $53,062,888.

    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 349,195 shares
    Change vs previous 13F +6,671 shares

    0.37% of the 13F portfolio, value $52,553,805.

    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 342,524 shares
    Change vs previous 13F +154,736 shares

    0.41% of the 13F portfolio, value $46,261,327.

    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 187,788 shares
    Change vs previous 13F +19,228 shares

    0.23% of the 13F portfolio, value $23,050,963.

    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 168,560 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $17,685,321.

    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).