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AVANTAX ADVISORY SERVICES, INC.: VIG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 185,215 VIG 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 185,215 shares
    Change vs previous 13F +7,036 shares

    0.21% of the 13F portfolio, value $37,907,956.

    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 178,179 shares
    Change vs previous 13F -4,642 shares

    0.21% of the 13F portfolio, value $34,564,977.

    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 182,821 shares
    Change vs previous 13F +13,877 shares

    0.22% of the 13F portfolio, value $35,801,900.

    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 168,944 shares
    Change vs previous 13F -4,408 shares

    0.22% of the 13F portfolio, value $33,461,107.

    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 173,352 shares
    Change vs previous 13F +16,541 shares

    0.23% of the 13F portfolio, value $31,645,397.

    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 156,811 shares
    Change vs previous 13F +13,176 shares

    0.25% of the 13F portfolio, value $28,635,177.

    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 143,635 shares
    Change vs previous 13F +12,114 shares

    0.24% of the 13F portfolio, value $24,475,361.

    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 131,521 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $20,435,749.

    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).