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AVANTAX ADVISORY SERVICES, INC.: VT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 91,983 VT 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 91,983 shares
    Change vs previous 13F +8,291 shares

    0.06% of the 13F portfolio, value $11,821,607.

    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 83,692 shares
    Change vs previous 13F -4,921 shares

    0.06% of the 13F portfolio, value $9,704,106.

    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 88,613 shares
    Change vs previous 13F -2,748 shares

    0.07% of the 13F portfolio, value $10,410,292.

    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 91,361 shares
    Change vs previous 13F +52,937 shares

    0.07% of the 13F portfolio, value $10,935,858.

    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 38,424 shares
    Change vs previous 13F +5,163 shares

    0.03% of the 13F portfolio, value $4,327,748.

    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 33,261 shares
    Change vs previous 13F +4,212 shares

    0.03% of the 13F portfolio, value $3,675,312.

    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 29,049 shares
    Change vs previous 13F +2,187 shares

    0.03% of the 13F portfolio, value $2,988,574.

    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 26,862 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,503,027.

    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).