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AVANTAX ADVISORY SERVICES, INC.: VDC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 24,449 VDC 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 24,449 shares
    Change vs previous 13F -769 shares

    0.03% of the 13F portfolio, value $5,354,307.

    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 25,218 shares
    Change vs previous 13F +99 shares

    0.03% of the 13F portfolio, value $5,518,205.

    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 25,119 shares
    Change vs previous 13F -18,110 shares

    0.03% of the 13F portfolio, value $5,309,630.

    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 43,229 shares
    Change vs previous 13F +431 shares

    0.06% of the 13F portfolio, value $9,444,582.

    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 42,798 shares
    Change vs previous 13F -1,614 shares

    0.06% of the 13F portfolio, value $8,689,293.

    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 44,412 shares
    Change vs previous 13F +9,362 shares

    0.08% of the 13F portfolio, value $9,066,202.

    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 35,050 shares
    Change vs previous 13F -13,348 shares

    0.07% of the 13F portfolio, value $6,693,064.

    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 48,398 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,840,890.

    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).