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AVANTAX ADVISORY SERVICES, INC.: VFMV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 15,573 VFMV 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 15,573 shares
    Change vs previous 13F +2,214 shares

    0.01% of the 13F portfolio, value $1,996,869.

    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 13,359 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $1,693,076.

    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 13,510 shares
    Change vs previous 13F +1,158 shares

    0.01% of the 13F portfolio, value $1,628,111.

    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 12,352 shares
    Change vs previous 13F +676 shares

    0.01% of the 13F portfolio, value $1,502,308.

    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 11,676 shares
    Change vs previous 13F +426 shares

    0.01% of the 13F portfolio, value $1,326,935.

    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 11,250 shares
    Change vs previous 13F -35,895 shares

    0.01% of the 13F portfolio, value $1,258,834.

    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 47,145 shares
    Change vs previous 13F +726 shares

    0.05% of the 13F portfolio, value $4,933,215.

    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 46,419 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,463,986.

    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).