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AVANTAX ADVISORY SERVICES, INC.: VGSH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 51,930 VGSH 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 51,930 shares
    Change vs previous 13F +1,728 shares

    0.02% of the 13F portfolio, value $3,052,427.

    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 50,202 shares
    Change vs previous 13F +8,336 shares

    0.02% of the 13F portfolio, value $2,946,350.

    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 41,866 shares
    Change vs previous 13F -3,867 shares

    0.02% of the 13F portfolio, value $2,435,765.

    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 45,733 shares
    Change vs previous 13F -7,033 shares

    0.02% of the 13F portfolio, value $2,699,173.

    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 52,766 shares
    Change vs previous 13F +2,781 shares

    0.02% of the 13F portfolio, value $3,059,899.

    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 49,985 shares
    Change vs previous 13F -7,322 shares

    0.03% of the 13F portfolio, value $2,902,644.

    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 57,307 shares
    Change vs previous 13F +11,000 shares

    0.03% of the 13F portfolio, value $3,342,743.

    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 46,307 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,667,280.

    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).