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AVANTAX ADVISORY SERVICES, INC.: VBR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 93,804 VBR 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 93,804 shares
    Change vs previous 13F +19,241 shares

    0.1% of the 13F portfolio, value $18,292,621.

    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 74,563 shares
    Change vs previous 13F +440 shares

    0.08% of the 13F portfolio, value $13,890,406.

    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 74,123 shares
    Change vs previous 13F +5,699 shares

    0.09% of the 13F portfolio, value $14,689,729.

    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 68,424 shares
    Change vs previous 13F -1,608 shares

    0.09% of the 13F portfolio, value $13,738,143.

    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 70,032 shares
    Change vs previous 13F +5,504 shares

    0.09% of the 13F portfolio, value $12,782,157.

    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 64,528 shares
    Change vs previous 13F -2,667 shares

    0.11% of the 13F portfolio, value $12,381,679.

    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 67,195 shares
    Change vs previous 13F -18,936 shares

    0.12% of the 13F portfolio, value $12,093,167.

    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 86,131 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $13,737,081.

    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).