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AVANTAX ADVISORY SERVICES, INC.: SCHV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,815,693 SCHV 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 1,815,693 shares
    Change vs previous 13F +56,892 shares

    0.28% of the 13F portfolio, value $50,240,233.

    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 1,758,801 shares
    Change vs previous 13F +113,221 shares

    0.28% of the 13F portfolio, value $46,748,937.

    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 1,645,580 shares
    Change vs previous 13F +1,279,588 shares

    0.27% of the 13F portfolio, value $42,900,261.

    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 365,992 shares
    Change vs previous 13F +63,213 shares

    0.19% of the 13F portfolio, value $29,414,767.

    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 302,779 shares
    Change vs previous 13F +70,644 shares

    0.16% of the 13F portfolio, value $22,429,884.

    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 232,135 shares
    Change vs previous 13F +82,068 shares

    0.16% of the 13F portfolio, value $17,637,616.

    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 150,067 shares
    Change vs previous 13F +83,396 shares

    0.1% of the 13F portfolio, value $10,519,707.

    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 66,671 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,297,635.

    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).