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AVANTAX ADVISORY SERVICES, INC.: VTR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 60,365 VTR 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 60,365 shares
    Change vs previous 13F -5,012 shares

    0.02% of the 13F portfolio, value $3,812,038.

    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 65,377 shares
    Change vs previous 13F -1,966 shares

    0.03% of the 13F portfolio, value $4,495,353.

    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 67,343 shares
    Change vs previous 13F -866 shares

    0.02% of the 13F portfolio, value $3,965,853.

    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 68,209 shares
    Change vs previous 13F -512 shares

    0.03% of the 13F portfolio, value $4,374,272.

    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 68,721 shares
    Change vs previous 13F +45,581 shares

    0.03% of the 13F portfolio, value $3,522,661.

    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 23,140 shares
    Change vs previous 13F -7,356 shares

    0.01% of the 13F portfolio, value $1,007,519.

    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 30,496 shares
    Change vs previous 13F +4,198 shares

    0.02% of the 13F portfolio, value $1,519,928.

    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 26,298 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,107,952.

    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).