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AVANTAX ADVISORY SERVICES, INC.: VCSH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 113,718 VCSH 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 113,718 shares
    Change vs previous 13F -9,607 shares

    0.05% of the 13F portfolio, value $9,040,545.

    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 123,325 shares
    Change vs previous 13F +7,713 shares

    0.06% of the 13F portfolio, value $9,735,301.

    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 115,612 shares
    Change vs previous 13F -8,967 shares

    0.06% of the 13F portfolio, value $9,018,863.

    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 124,579 shares
    Change vs previous 13F -7,023 shares

    0.06% of the 13F portfolio, value $9,894,098.

    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 131,602 shares
    Change vs previous 13F +35,644 shares

    0.07% of the 13F portfolio, value $10,169,558.

    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 95,958 shares
    Change vs previous 13F -9,411 shares

    0.07% of the 13F portfolio, value $7,418,508.

    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 105,369 shares
    Change vs previous 13F -1,324 shares

    0.08% of the 13F portfolio, value $8,152,398.

    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 106,693 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,017,977.

    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).