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AVANTAX ADVISORY SERVICES, INC.: VNQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 936,792 VNQ 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 936,792 shares
    Change vs previous 13F +22,450 shares

    0.46% of the 13F portfolio, value $83,430,696.

    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 914,342 shares
    Change vs previous 13F +79,639 shares

    0.5% of the 13F portfolio, value $82,784,524.

    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 834,703 shares
    Change vs previous 13F +17,599 shares

    0.47% of the 13F portfolio, value $74,355,356.

    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 817,104 shares
    Change vs previous 13F +22,860 shares

    0.52% of the 13F portfolio, value $79,602,274.

    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 794,244 shares
    Change vs previous 13F +41,422 shares

    0.47% of the 13F portfolio, value $66,525,818.

    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 752,822 shares
    Change vs previous 13F +10,128 shares

    0.58% of the 13F portfolio, value $65,104,023.

    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 742,694 shares
    Change vs previous 13F +7,574 shares

    0.65% of the 13F portfolio, value $65,624,443.

    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 735,120 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $55,619,198.

    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).