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AVANTAX ADVISORY SERVICES, INC.: VOE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 35,634 VOE 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 35,634 shares
    Change vs previous 13F +1,388 shares

    0.03% of the 13F portfolio, value $5,860,426.

    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 34,246 shares
    Change vs previous 13F -1,635 shares

    0.03% of the 13F portfolio, value $5,497,913.

    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 35,881 shares
    Change vs previous 13F +2,814 shares

    0.04% of the 13F portfolio, value $5,804,492.

    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 33,067 shares
    Change vs previous 13F +2,268 shares

    0.04% of the 13F portfolio, value $5,544,273.

    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 30,799 shares
    Change vs previous 13F +13,966 shares

    0.03% of the 13F portfolio, value $4,633,020.

    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 16,833 shares
    Change vs previous 13F -1,458 shares

    0.02% of the 13F portfolio, value $2,624,411.

    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 18,291 shares
    Change vs previous 13F -263 shares

    0.03% of the 13F portfolio, value $2,652,356.

    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 18,554 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,429,860.

    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).