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AVANTAX ADVISORY SERVICES, INC.: USXF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 35,077 USXF 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 35,077 shares
    Change vs previous 13F -3,716 shares

    0.01% of the 13F portfolio, value $1,891,729.

    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 38,793 shares
    Change vs previous 13F +4,027 shares

    0.01% of the 13F portfolio, value $1,810,465.

    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 34,766 shares
    Change vs previous 13F +3,753 shares

    0.01% of the 13F portfolio, value $1,728,561.

    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 31,013 shares
    Change vs previous 13F +182 shares

    0.01% of the 13F portfolio, value $1,522,142.

    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 30,831 shares
    Change vs previous 13F +1,968 shares

    0.01% of the 13F portfolio, value $1,436,123.

    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 28,863 shares
    Change vs previous 13F +5,473 shares

    0.01% of the 13F portfolio, value $1,303,180.

    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 23,390 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $931,401.

    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 23,764 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $823,648.

    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).