Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: VCR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 6,609 VCR 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 6,609 shares
    Change vs previous 13F -12,090 shares

    0.01% of the 13F portfolio, value $2,394,650.

    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 18,699 shares
    Change vs previous 13F -1,358 shares

    0.04% of the 13F portfolio, value $6,086,757.

    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 20,057 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $7,528,949.

    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 20,072 shares
    Change vs previous 13F -875 shares

    0.04% of the 13F portfolio, value $6,834,086.

    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 20,947 shares
    Change vs previous 13F -618 shares

    0.05% of the 13F portfolio, value $6,542,281.

    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 21,565 shares
    Change vs previous 13F +3,607 shares

    0.06% of the 13F portfolio, value $6,851,825.

    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 17,958 shares
    Change vs previous 13F -4,279 shares

    0.05% of the 13F portfolio, value $5,468,976.

    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 22,237 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,989,951.

    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).