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AVANTAX ADVISORY SERVICES, INC.: VRAI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 95,914 VRAI 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 95,914 shares
    Change vs previous 13F -5,022 shares

    0.01% of the 13F portfolio, value $2,213,701.

    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 100,936 shares
    Change vs previous 13F -2,225 shares

    0.01% of the 13F portfolio, value $2,370,992.

    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 103,161 shares
    Change vs previous 13F -9,624 shares

    0.01% of the 13F portfolio, value $2,351,185.

    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 112,785 shares
    Change vs previous 13F -12,811 shares

    0.02% of the 13F portfolio, value $2,768,867.

    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 125,596 shares
    Change vs previous 13F -5,640 shares

    0.02% of the 13F portfolio, value $2,894,943.

    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 131,236 shares
    Change vs previous 13F -8,510 shares

    0.03% of the 13F portfolio, value $3,153,052.

    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 139,746 shares
    Change vs previous 13F -19,163 shares

    0.03% of the 13F portfolio, value $3,328,035.

    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 158,909 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,512,813.

    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).