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AVANTAX ADVISORY SERVICES, INC.: VTEB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 102,130 VTEB 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 102,130 shares
    Change vs previous 13F -66,907 shares

    0.03% of the 13F portfolio, value $5,007,454.

    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 169,037 shares
    Change vs previous 13F -15,479 shares

    0.05% of the 13F portfolio, value $8,387,621.

    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 184,516 shares
    Change vs previous 13F +28,642 shares

    0.06% of the 13F portfolio, value $9,249,800.

    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 155,874 shares
    Change vs previous 13F +61,557 shares

    0.05% of the 13F portfolio, value $7,968,275.

    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 94,317 shares
    Change vs previous 13F +11,706 shares

    0.03% of the 13F portfolio, value $4,726,213.

    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 82,611 shares
    Change vs previous 13F +7,289 shares

    0.04% of the 13F portfolio, value $4,180,100.

    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 75,322 shares
    Change vs previous 13F +36,888 shares

    0.04% of the 13F portfolio, value $3,845,171.

    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 38,434 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,848,694.

    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).