Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: VRP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 24,216 VRP 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 24,216 shares
    Change vs previous 13F -546 shares

    <0.01% of the 13F portfolio, value $592,089.

    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 24,762 shares
    Change vs previous 13F -1,215 shares

    <0.01% of the 13F portfolio, value $600,231.

    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 25,977 shares
    Change vs previous 13F +1,349 shares

    <0.01% of the 13F portfolio, value $628,389.

    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 24,628 shares
    Change vs previous 13F -2,288 shares

    <0.01% of the 13F portfolio, value $602,394.

    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 26,916 shares
    Change vs previous 13F -450 shares

    <0.01% of the 13F portfolio, value $644,909.

    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 27,366 shares
    Change vs previous 13F +3,757 shares

    0.01% of the 13F portfolio, value $650,479.

    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 23,609 shares
    Change vs previous 13F -158 shares

    0.01% of the 13F portfolio, value $544,893.

    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 23,767 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $531,671.

    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).