AVANTAX ADVISORY SERVICES, INC.: UFIV position timeline

AVANTAX ADVISORY SERVICES, INC. held 0 UFIV shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -10,816 shares

   13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-09-30

   13F 10,816 shares

   Change vs previous 13F -12,260 shares

   <0.01% of the 13F portfolio, value $537,834.

   13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 23,076 shares

   Change vs previous 13F -7,474 shares

   0.01% of the 13F portfolio, value $1,111,441.

   13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 30,550 shares

   Change vs previous 13F +12,872 shares

   0.01% of the 13F portfolio, value $1,481,678.

   13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 17,678 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $869,861.

   13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).