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AVANTAX ADVISORY SERVICES, INC.: VALE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 26,769 VALE 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 26,769 shares
    Change vs previous 13F -3,055 shares

    <0.01% of the 13F portfolio, value $259,925.

    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 29,824 shares
    Change vs previous 13F -22,677 shares

    <0.01% of the 13F portfolio, value $297,642.

    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 52,501 shares
    Change vs previous 13F -5,000 shares

    <0.01% of the 13F portfolio, value $465,680.

    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 57,501 shares
    Change vs previous 13F +33,113 shares

    <0.01% of the 13F portfolio, value $671,612.

    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 24,388 shares
    Change vs previous 13F +2,163 shares

    <0.01% of the 13F portfolio, value $272,413.

    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 22,225 shares
    Change vs previous 13F -2,966 shares

    <0.01% of the 13F portfolio, value $270,925.

    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 25,191 shares
    Change vs previous 13F -1,563 shares

    <0.01% of the 13F portfolio, value $399,522.

    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 26,754 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $358,507.

    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).