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AVANTAX ADVISORY SERVICES, INC.: VYM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 314,722 VYM 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 314,722 shares
    Change vs previous 13F +17,996 shares

    0.23% of the 13F portfolio, value $41,955,615.

    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 296,726 shares
    Change vs previous 13F +18,327 shares

    0.23% of the 13F portfolio, value $38,265,809.

    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 278,399 shares
    Change vs previous 13F +5,164 shares

    0.22% of the 13F portfolio, value $35,520,886.

    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 273,235 shares
    Change vs previous 13F +72 shares

    0.23% of the 13F portfolio, value $35,028,710.

    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 273,163 shares
    Change vs previous 13F +9,747 shares

    0.23% of the 13F portfolio, value $32,397,088.

    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 263,416 shares
    Change vs previous 13F -4,433 shares

    0.28% of the 13F portfolio, value $31,870,699.

    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 267,849 shares
    Change vs previous 13F +25,251 shares

    0.3% of the 13F portfolio, value $29,899,991.

    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 242,598 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $25,065,255.

    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).