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AVANTAX ADVISORY SERVICES, INC.: VFH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 102,976 VFH 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 102,976 shares
    Change vs previous 13F -41,752 shares

    0.07% of the 13F portfolio, value $13,108,831.

    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 144,728 shares
    Change vs previous 13F -3,155 shares

    0.1% of the 13F portfolio, value $17,290,609.

    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 147,883 shares
    Change vs previous 13F -2,312 shares

    0.11% of the 13F portfolio, value $17,460,579.

    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 150,195 shares
    Change vs previous 13F -2,336 shares

    0.11% of the 13F portfolio, value $16,507,920.

    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 152,531 shares
    Change vs previous 13F -2,111 shares

    0.11% of the 13F portfolio, value $15,234,769.

    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 154,642 shares
    Change vs previous 13F +10,186 shares

    0.14% of the 13F portfolio, value $15,833,817.

    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 144,456 shares
    Change vs previous 13F -16,260 shares

    0.13% of the 13F portfolio, value $13,327,523.

    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 160,716 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,908,745.

    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).