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AVANTAX ADVISORY SERVICES, INC.: RDVI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 179,318 RDVI 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 179,318 shares
    Change vs previous 13F -2,472 shares

    0.02% of the 13F portfolio, value $4,430,945.

    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 181,790 shares
    Change vs previous 13F -15,612 shares

    0.03% of the 13F portfolio, value $4,312,059.

    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 197,402 shares
    Change vs previous 13F +20,619 shares

    0.03% of the 13F portfolio, value $4,785,015.

    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 176,783 shares
    Change vs previous 13F -24,058 shares

    0.03% of the 13F portfolio, value $4,355,935.

    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 200,841 shares
    Change vs previous 13F +27,893 shares

    0.03% of the 13F portfolio, value $4,695,651.

    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 172,948 shares
    Change vs previous 13F +56,543 shares

    0.04% of the 13F portfolio, value $4,233,766.

    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 116,405 shares
    Change vs previous 13F +101,540 shares

    0.03% of the 13F portfolio, value $2,686,630.

    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 14,865 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $313,202.

    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).