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AVANTAX ADVISORY SERVICES, INC.: VHT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 70,997 VHT 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 70,997 shares
    Change vs previous 13F -379 shares

    0.1% of the 13F portfolio, value $17,631,372.

    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 71,376 shares
    Change vs previous 13F +171 shares

    0.11% of the 13F portfolio, value $18,895,379.

    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 71,205 shares
    Change vs previous 13F -1,567 shares

    0.11% of the 13F portfolio, value $18,063,918.

    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 72,772 shares
    Change vs previous 13F -516 shares

    0.13% of the 13F portfolio, value $20,536,205.

    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 73,288 shares
    Change vs previous 13F -7,297 shares

    0.14% of the 13F portfolio, value $19,494,612.

    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 80,585 shares
    Change vs previous 13F +10,237 shares

    0.19% of the 13F portfolio, value $21,799,894.

    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 70,348 shares
    Change vs previous 13F -2,222 shares

    0.18% of the 13F portfolio, value $17,636,241.

    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 72,570 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $17,061,140.

    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).