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AVANTAX ADVISORY SERVICES, INC.: SPYV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 441,220 SPYV 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 441,220 shares
    Change vs previous 13F +4,132 shares

    0.13% of the 13F portfolio, value $23,093,477.

    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 437,088 shares
    Change vs previous 13F +86,760 shares

    0.14% of the 13F portfolio, value $22,322,096.

    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 350,328 shares
    Change vs previous 13F +12,909 shares

    0.11% of the 13F portfolio, value $17,915,756.

    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 337,419 shares
    Change vs previous 13F +29,807 shares

    0.12% of the 13F portfolio, value $17,835,971.

    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 307,612 shares
    Change vs previous 13F +24,163 shares

    0.11% of the 13F portfolio, value $14,992,996.

    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 283,449 shares
    Change vs previous 13F +16,738 shares

    0.13% of the 13F portfolio, value $14,200,800.

    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 266,711 shares
    Change vs previous 13F +23,316 shares

    0.12% of the 13F portfolio, value $12,436,750.

    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 243,395 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,042,475.

    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).