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AVANTAX ADVISORY SERVICES, INC.: V position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 178,702 V 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 178,702 shares
    Change vs previous 13F -16,116 shares

    0.35% of the 13F portfolio, value $63,448,152.

    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 194,818 shares
    Change vs previous 13F +1,288 shares

    0.41% of the 13F portfolio, value $68,275,842.

    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 193,530 shares
    Change vs previous 13F +4,200 shares

    0.38% of the 13F portfolio, value $61,163,247.

    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 189,330 shares
    Change vs previous 13F -5,536 shares

    0.34% of the 13F portfolio, value $52,056,168.

    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 194,866 shares
    Change vs previous 13F +83,513 shares

    0.36% of the 13F portfolio, value $51,146,431.

    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 111,353 shares
    Change vs previous 13F +2,288 shares

    0.28% of the 13F portfolio, value $31,076,426.

    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 109,065 shares
    Change vs previous 13F +8,323 shares

    0.28% of the 13F portfolio, value $28,395,061.

    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 100,742 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $23,171,752.

    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).