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AVANTAX ADVISORY SERVICES, INC.: VONE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 27,426 VONE 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 27,426 shares
    Change vs previous 13F -6,855 shares

    0.04% of the 13F portfolio, value $7,702,784.

    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 34,281 shares
    Change vs previous 13F +10,381 shares

    0.05% of the 13F portfolio, value $8,702,472.

    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 23,900 shares
    Change vs previous 13F -386 shares

    0.04% of the 13F portfolio, value $6,374,515.

    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 24,286 shares
    Change vs previous 13F -4,255 shares

    0.04% of the 13F portfolio, value $6,316,006.

    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 28,541 shares
    Change vs previous 13F +4,578 shares

    0.05% of the 13F portfolio, value $7,023,117.

    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 23,963 shares
    Change vs previous 13F +266 shares

    0.05% of the 13F portfolio, value $5,710,762.

    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 23,697 shares
    Change vs previous 13F -847 shares

    0.05% of the 13F portfolio, value $5,140,837.

    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 24,544 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,777,751.

    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).