Entity type
Company
Filer Snapshot
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
29
Latest filing
14 Aug 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q2 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$18.2B
2,359 holdings for Q2 2025
Open portfolioLargest parsed holding
IVV
$1.14B reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
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Source: SEC filing N-PX
View Source Filing
N-PX filed on 14 Aug 2025 for CIK 0001303042.
- Business address
- 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019
- Parsed ownership coverage
-
13F reported value
$18.2B
Latest parsed Form 13F reported market value.
Largest 13F symbols
IVV, VONG, AGG, SCHD
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- IVV VONG AGG SCHD VTV IEFA VUG NVDA
+12 more
QQQ SPY MSFT AAPL IWM AMZN SCHG IWF IEMG IVE SPTL VOO - Former names
- H D Vest Advisory Services (to 06 Aug 2019)
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about AVANTAX ADVISORY SERVICES, INC.
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $18.2B across 2,359 reported holdings for Q2 2025.
- Largest parsed 13F holding: IVV at $1.14B.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
25%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$4.51B
Compared with $18.2B total 13F value.
Top 5 net change
-$18.93M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: JMUB ยท Largest trim: COWZ
IVV
VONG
AGG
SCHD
VTV
Other holdings
Latest update
What changed recently for AVANTAX ADVISORY SERVICES, INC.
Latest 13F period: Q2 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
08 Aug 2025
Page type
Filer profile
Latest period
Q2 2025
Institutional portfolio context was refreshed from a 13F filing filed on 08 Aug 2025.
Benchmark Context
Benchmark context for this company
AVANTAX ADVISORY SERVICES, INC. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q2 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001303042 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
29
First seen
13 Feb 2019
Latest filing
14 Aug 2025
Entity
Company
Observed form types
N-PX
13F-HR
Latest Filings
Showing the latest 12 of 29 SEC filings for AVANTAX ADVISORY SERVICES, INC..
N-PX
File 028-19181
N-PX filing
- Filing date
- 14 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 08 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 06 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 10 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 13 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-19181
N-PX filing
- Filing date
- 27 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 09 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 08 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 07 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 08 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 11 Aug 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19181
13F-HR filing
- Filing date
- 28 Apr 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing