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AVANTAX ADVISORY SERVICES, INC.: LVHI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 231,842 LVHI 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 231,842 shares
    Change vs previous 13F +105,416 shares

    0.04% of the 13F portfolio, value $7,546,471.

    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 126,426 shares
    Change vs previous 13F +21,796 shares

    0.02% of the 13F portfolio, value $4,092,410.

    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 104,630 shares
    Change vs previous 13F +4,582 shares

    0.02% of the 13F portfolio, value $3,193,316.

    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 100,048 shares
    Change vs previous 13F +18,659 shares

    0.02% of the 13F portfolio, value $3,109,493.

    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 81,389 shares
    Change vs previous 13F -12,125 shares

    0.02% of the 13F portfolio, value $2,412,361.

    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 93,514 shares
    Change vs previous 13F +487 shares

    0.02% of the 13F portfolio, value $2,784,835.

    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 93,027 shares
    Change vs previous 13F -7,203 shares

    0.03% of the 13F portfolio, value $2,573,136.

    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 100,230 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,732,275.

    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).