Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: VAW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 8,291 VAW 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 8,291 shares
    Change vs previous 13F +188 shares

    0.01% of the 13F portfolio, value $1,615,314.

    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 8,103 shares
    Change vs previous 13F -14,241 shares

    0.01% of the 13F portfolio, value $1,529,897.

    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 22,344 shares
    Change vs previous 13F -2,819 shares

    0.03% of the 13F portfolio, value $4,197,085.

    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 25,163 shares
    Change vs previous 13F -47 shares

    0.03% of the 13F portfolio, value $5,321,248.

    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 25,210 shares
    Change vs previous 13F -184 shares

    0.03% of the 13F portfolio, value $4,856,225.

    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 25,394 shares
    Change vs previous 13F +7,428 shares

    0.05% of the 13F portfolio, value $5,191,209.

    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 17,966 shares
    Change vs previous 13F -7,756 shares

    0.03% of the 13F portfolio, value $3,412,387.

    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 25,722 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,437,534.

    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).