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AVANTAX ADVISORY SERVICES, INC.: VPU position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 40,811 VPU 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 40,811 shares
    Change vs previous 13F -1,949 shares

    0.04% of the 13F portfolio, value $7,203,608.

    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 42,760 shares
    Change vs previous 13F -523 shares

    0.04% of the 13F portfolio, value $7,303,851.

    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 43,283 shares
    Change vs previous 13F +24,105 shares

    0.04% of the 13F portfolio, value $7,073,312.

    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 19,178 shares
    Change vs previous 13F -760 shares

    0.02% of the 13F portfolio, value $3,337,851.

    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 19,938 shares
    Change vs previous 13F -1,029 shares

    0.02% of the 13F portfolio, value $2,949,181.

    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 20,967 shares
    Change vs previous 13F +7,708 shares

    0.03% of the 13F portfolio, value $2,989,446.

    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 13,259 shares
    Change vs previous 13F -7,556 shares

    0.02% of the 13F portfolio, value $1,817,352.

    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 20,815 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,654,712.

    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).