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AVANTAX ADVISORY SERVICES, INC.: VB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 333,977 VB 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 333,977 shares
    Change vs previous 13F -8,065 shares

    0.43% of the 13F portfolio, value $79,145,909.

    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 342,042 shares
    Change vs previous 13F +29,156 shares

    0.46% of the 13F portfolio, value $75,847,740.

    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 312,886 shares
    Change vs previous 13F +24,694 shares

    0.47% of the 13F portfolio, value $75,180,344.

    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 288,192 shares
    Change vs previous 13F +9,553 shares

    0.45% of the 13F portfolio, value $68,362,007.

    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 278,639 shares
    Change vs previous 13F +24,796 shares

    0.43% of the 13F portfolio, value $60,754,422.

    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 253,843 shares
    Change vs previous 13F +2,727 shares

    0.52% of the 13F portfolio, value $58,025,923.

    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 251,116 shares
    Change vs previous 13F +15,099 shares

    0.53% of the 13F portfolio, value $53,570,601.

    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 236,017 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $44,623,757.

    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).