Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: USMV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 237,558 USMV 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 237,558 shares
    Change vs previous 13F +4,616 shares

    0.12% of the 13F portfolio, value $22,299,531.

    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 232,942 shares
    Change vs previous 13F +2,900 shares

    0.13% of the 13F portfolio, value $21,817,302.

    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 230,042 shares
    Change vs previous 13F +2,804 shares

    0.13% of the 13F portfolio, value $20,425,436.

    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 227,238 shares
    Change vs previous 13F -6,858 shares

    0.14% of the 13F portfolio, value $20,749,131.

    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 234,096 shares
    Change vs previous 13F -12,343 shares

    0.14% of the 13F portfolio, value $19,654,656.

    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 246,439 shares
    Change vs previous 13F -44,316 shares

    0.18% of the 13F portfolio, value $20,597,340.

    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 290,755 shares
    Change vs previous 13F -29,500 shares

    0.23% of the 13F portfolio, value $22,687,570.

    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 320,255 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $23,180,075.

    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).