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AVANTAX ADVISORY SERVICES, INC.: VOT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 32,309 VOT 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 32,309 shares
    Change vs previous 13F -815 shares

    0.05% of the 13F portfolio, value $9,188,367.

    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 33,124 shares
    Change vs previous 13F +1,206 shares

    0.05% of the 13F portfolio, value $8,103,457.

    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 31,918 shares
    Change vs previous 13F +2,065 shares

    0.05% of the 13F portfolio, value $8,099,288.

    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 29,853 shares
    Change vs previous 13F +2,861 shares

    0.05% of the 13F portfolio, value $7,268,241.

    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 26,992 shares
    Change vs previous 13F +14,825 shares

    0.04% of the 13F portfolio, value $6,196,227.

    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 12,167 shares
    Change vs previous 13F +583 shares

    0.03% of the 13F portfolio, value $2,868,845.

    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 11,584 shares
    Change vs previous 13F -6,564 shares

    0.03% of the 13F portfolio, value $2,543,594.

    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 18,148 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,534,749.

    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).