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AVANTAX ADVISORY SERVICES, INC.: VIGI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 45,792 VIGI 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 45,792 shares
    Change vs previous 13F +15,542 shares

    0.02% of the 13F portfolio, value $4,126,764.

    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 30,250 shares
    Change vs previous 13F -75,847 shares

    0.02% of the 13F portfolio, value $2,508,948.

    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 106,097 shares
    Change vs previous 13F +10,338 shares

    0.05% of the 13F portfolio, value $8,486,696.

    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 95,759 shares
    Change vs previous 13F +2,325 shares

    0.06% of the 13F portfolio, value $8,453,602.

    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 93,434 shares
    Change vs previous 13F +6,040 shares

    0.05% of the 13F portfolio, value $7,594,306.

    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 87,394 shares
    Change vs previous 13F +82,239 shares

    0.06% of the 13F portfolio, value $7,125,231.

    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 5,155 shares
    Change vs previous 13F +1,861 shares

    <0.01% of the 13F portfolio, value $408,991.

    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 3,294 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,988.

    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).