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AVANTAX ADVISORY SERVICES, INC.: VYMI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 150,724 VYMI 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 150,724 shares
    Change vs previous 13F +3,510 shares

    0.07% of the 13F portfolio, value $12,074,459.

    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 147,214 shares
    Change vs previous 13F +12,170 shares

    0.07% of the 13F portfolio, value $10,848,230.

    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 135,044 shares
    Change vs previous 13F +7,709 shares

    0.06% of the 13F portfolio, value $9,166,797.

    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 127,335 shares
    Change vs previous 13F +1,622 shares

    0.06% of the 13F portfolio, value $9,348,900.

    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 125,713 shares
    Change vs previous 13F +1,056 shares

    0.06% of the 13F portfolio, value $8,615,142.

    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 124,657 shares
    Change vs previous 13F -1,909 shares

    0.08% of the 13F portfolio, value $8,576,392.

    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 126,566 shares
    Change vs previous 13F +3,027 shares

    0.08% of the 13F portfolio, value $8,415,391.

    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 123,539 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,645,825.

    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).