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AVANTAX ADVISORY SERVICES, INC.: VEU position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 132,336 VEU 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 132,336 shares
    Change vs previous 13F -33,522 shares

    0.05% of the 13F portfolio, value $8,895,606.

    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 165,858 shares
    Change vs previous 13F -1,504 shares

    0.06% of the 13F portfolio, value $10,060,920.

    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 167,362 shares
    Change vs previous 13F +32,408 shares

    0.06% of the 13F portfolio, value $9,608,244.

    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 134,954 shares
    Change vs previous 13F -76 shares

    0.06% of the 13F portfolio, value $8,502,106.

    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 135,030 shares
    Change vs previous 13F +6,244 shares

    0.06% of the 13F portfolio, value $7,918,162.

    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 128,786 shares
    Change vs previous 13F -583 shares

    0.07% of the 13F portfolio, value $7,553,279.

    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 129,369 shares
    Change vs previous 13F +3,103 shares

    0.07% of the 13F portfolio, value $7,262,780.

    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 126,266 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,549,401.

    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).