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AVANTAX ADVISORY SERVICES, INC.: IXN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 47,853 IXN 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 47,853 shares
    Change vs previous 13F -1,661 shares

    0.02% of the 13F portfolio, value $4,418,766.

    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 49,514 shares
    Change vs previous 13F -3,203 shares

    0.02% of the 13F portfolio, value $3,750,214.

    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 52,717 shares
    Change vs previous 13F -12,048 shares

    0.03% of the 13F portfolio, value $4,467,801.

    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 64,765 shares
    Change vs previous 13F -11,739 shares

    0.04% of the 13F portfolio, value $5,345,025.

    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 76,504 shares
    Change vs previous 13F +246 shares

    0.05% of the 13F portfolio, value $6,336,083.

    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 76,258 shares
    Change vs previous 13F -8,070 shares

    0.05% of the 13F portfolio, value $5,704,869.

    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 84,328 shares
    Change vs previous 13F -3,426 shares

    0.06% of the 13F portfolio, value $5,749,474.

    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 87,754 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,075,676.

    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).