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AVANTAX ADVISORY SERVICES, INC.: VO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 129,743 VO 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 129,743 shares
    Change vs previous 13F +11,161 shares

    0.2% of the 13F portfolio, value $36,306,016.

    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 118,582 shares
    Change vs previous 13F +6,807 shares

    0.19% of the 13F portfolio, value $30,667,668.

    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 111,775 shares
    Change vs previous 13F +4,155 shares

    0.19% of the 13F portfolio, value $29,523,160.

    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 107,620 shares
    Change vs previous 13F +8,346 shares

    0.19% of the 13F portfolio, value $28,393,474.

    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 99,274 shares
    Change vs previous 13F +16,795 shares

    0.17% of the 13F portfolio, value $24,034,156.

    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 82,479 shares
    Change vs previous 13F -20,173 shares

    0.18% of the 13F portfolio, value $20,608,125.

    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 102,652 shares
    Change vs previous 13F +2,291 shares

    0.24% of the 13F portfolio, value $23,880,905.

    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 100,361 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $20,899,228.

    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).