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AVANTAX ADVISORY SERVICES, INC.: VPC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 78,074 VPC 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 78,074 shares
    Change vs previous 13F -8,719 shares

    0.01% of the 13F portfolio, value $1,599,108.

    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 86,793 shares
    Change vs previous 13F +18,844 shares

    0.01% of the 13F portfolio, value $1,824,394.

    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 67,949 shares
    Change vs previous 13F +15,130 shares

    0.01% of the 13F portfolio, value $1,477,897.

    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 52,819 shares
    Change vs previous 13F -4,157 shares

    0.01% of the 13F portfolio, value $1,180,494.

    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 56,976 shares
    Change vs previous 13F +2,756 shares

    0.01% of the 13F portfolio, value $1,291,636.

    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 54,220 shares
    Change vs previous 13F -3,108 shares

    0.01% of the 13F portfolio, value $1,219,959.

    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 57,328 shares
    Change vs previous 13F -10,123 shares

    0.01% of the 13F portfolio, value $1,259,504.

    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 67,451 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,448,854.

    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).