AVANTAX ADVISORY SERVICES, INC.: SXI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SXI, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 3,062 SXI shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 3,062 sharesChange vs previous 13F -523 shares
<0.01% of the 13F portfolio, value $479,111.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,585 sharesChange vs previous 13F +55 shares
<0.01% of the 13F portfolio, value $578,556.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,530 sharesChange vs previous 13F -386 shares
<0.01% of the 13F portfolio, value $660,103.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,916 sharesChange vs previous 13F -302 shares
<0.01% of the 13F portfolio, value $715,788.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,218 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $679,726.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).