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AVANTAX ADVISORY SERVICES, INC.: VTV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 3,301,015 VTV 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 3,301,015 shares
    Change vs previous 13F -1,357 shares

    3.21% of the 13F portfolio, value $583,421,425.

    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 3,302,372 shares
    Change vs previous 13F +154,610 shares

    3.46% of the 13F portfolio, value $570,451,729.

    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 3,147,762 shares
    Change vs previous 13F +237,491 shares

    3.35% of the 13F portfolio, value $532,916,077.

    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 2,910,271 shares
    Change vs previous 13F +227,185 shares

    3.33% of the 13F portfolio, value $508,045,882.

    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 2,683,086 shares
    Change vs previous 13F +411,552 shares

    3.07% of the 13F portfolio, value $430,393,820.

    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 2,271,534 shares
    Change vs previous 13F +122,809 shares

    3.28% of the 13F portfolio, value $369,942,006.

    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 2,148,725 shares
    Change vs previous 13F +94,241 shares

    3.19% of the 13F portfolio, value $321,234,377.

    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 2,054,484 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $283,374,939.

    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).