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AVANTAX ADVISORY SERVICES, INC.: VWO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 949,158 VWO 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 949,158 shares
    Change vs previous 13F +184,242 shares

    0.26% of the 13F portfolio, value $46,945,345.

    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 764,916 shares
    Change vs previous 13F +113,716 shares

    0.21% of the 13F portfolio, value $34,620,100.

    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 651,200 shares
    Change vs previous 13F +8,561 shares

    0.18% of the 13F portfolio, value $28,678,852.

    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 642,639 shares
    Change vs previous 13F +24,218 shares

    0.2% of the 13F portfolio, value $30,750,258.

    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 618,421 shares
    Change vs previous 13F +161,501 shares

    0.19% of the 13F portfolio, value $27,062,107.

    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 456,920 shares
    Change vs previous 13F +24,341 shares

    0.17% of the 13F portfolio, value $19,085,560.

    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 432,579 shares
    Change vs previous 13F +39,957 shares

    0.18% of the 13F portfolio, value $17,779,012.

    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 392,622 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,394,725.

    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).