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AVANTAX ADVISORY SERVICES, INC.: VTIP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 89,968 VTIP 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 89,968 shares
    Change vs previous 13F +14,739 shares

    0.02% of the 13F portfolio, value $4,522,694.

    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 75,229 shares
    Change vs previous 13F +20,861 shares

    0.02% of the 13F portfolio, value $3,753,919.

    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 54,368 shares
    Change vs previous 13F +7,496 shares

    0.02% of the 13F portfolio, value $2,632,511.

    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 46,872 shares
    Change vs previous 13F +5,546 shares

    0.02% of the 13F portfolio, value $2,311,278.

    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 41,326 shares
    Change vs previous 13F -214 shares

    0.01% of the 13F portfolio, value $2,005,985.

    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 41,540 shares
    Change vs previous 13F -8,471 shares

    0.02% of the 13F portfolio, value $1,989,329.

    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 50,011 shares
    Change vs previous 13F +9,168 shares

    0.02% of the 13F portfolio, value $2,375,027.

    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 40,843 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,931,063.

    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).