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AVANTAX ADVISORY SERVICES, INC.: EXLS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 49,967 EXLS 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 49,967 shares
    Change vs previous 13F +3,116 shares

    0.01% of the 13F portfolio, value $2,188,055.

    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 46,851 shares
    Change vs previous 13F -401 shares

    0.01% of the 13F portfolio, value $2,211,836.

    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 47,252 shares
    Change vs previous 13F -822 shares

    0.01% of the 13F portfolio, value $2,097,044.

    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 48,074 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $1,834,023.

    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 48,084 shares
    Change vs previous 13F +48,084 shares

    0.01% of the 13F portfolio, value $1,507,914.

    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 0 shares
    Change vs previous 13F -12,954 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-12-31
    13F 12,954 shares
    Change vs previous 13F +1,211 shares

    <0.01% of the 13F portfolio, value $399,631.

    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 11,743 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $329,274.

    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).