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AVANTAX ADVISORY SERVICES, INC.: VOO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 191,870 VOO 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 191,870 shares
    Change vs previous 13F +4,925 shares

    0.6% of the 13F portfolio, value $108,987,717.

    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 186,945 shares
    Change vs previous 13F +4,038 shares

    0.58% of the 13F portfolio, value $96,073,000.

    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 182,907 shares
    Change vs previous 13F +3,882 shares

    0.62% of the 13F portfolio, value $98,552,308.

    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 179,025 shares
    Change vs previous 13F +5,972 shares

    0.62% of the 13F portfolio, value $94,466,162.

    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 173,053 shares
    Change vs previous 13F +52,546 shares

    0.62% of the 13F portfolio, value $86,548,900.

    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 120,507 shares
    Change vs previous 13F -3,739 shares

    0.51% of the 13F portfolio, value $57,927,626.

    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 124,246 shares
    Change vs previous 13F +4,185 shares

    0.54% of the 13F portfolio, value $54,270,655.

    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 120,061 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $47,148,113.

    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).