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AVANTAX ADVISORY SERVICES, INC.: VMBS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 50,594 VMBS 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 50,594 shares
    Change vs previous 13F -346 shares

    0.01% of the 13F portfolio, value $2,344,511.

    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 50,940 shares
    Change vs previous 13F -977 shares

    0.01% of the 13F portfolio, value $2,359,048.

    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 51,917 shares
    Change vs previous 13F +3,297 shares

    0.01% of the 13F portfolio, value $2,353,928.

    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 48,620 shares
    Change vs previous 13F -1,303 shares

    0.02% of the 13F portfolio, value $2,295,340.

    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 49,923 shares
    Change vs previous 13F +968 shares

    0.02% of the 13F portfolio, value $2,266,523.

    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 48,955 shares
    Change vs previous 13F -2,899 shares

    0.02% of the 13F portfolio, value $2,232,853.

    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 51,854 shares
    Change vs previous 13F -8,225 shares

    0.02% of the 13F portfolio, value $2,403,967.

    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 60,079 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,630,236.

    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).