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AVANTAX ADVISORY SERVICES, INC.: RFV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 16,129 RFV 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 16,129 shares
    Change vs previous 13F -231 shares

    0.01% of the 13F portfolio, value $1,949,725.

    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 16,360 shares
    Change vs previous 13F -35,000 shares

    0.01% of the 13F portfolio, value $1,867,008.

    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 51,360 shares
    Change vs previous 13F +3,056 shares

    0.04% of the 13F portfolio, value $6,229,686.

    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 48,304 shares
    Change vs previous 13F +1,657 shares

    0.04% of the 13F portfolio, value $5,721,591.

    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 46,647 shares
    Change vs previous 13F +537 shares

    0.04% of the 13F portfolio, value $5,210,981.

    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 46,110 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,500,416.

    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).