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AVANTAX ADVISORY SERVICES, INC.: XAWFX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 24,860 XAWFX 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 24,860 shares
    Change vs previous 13F -6,306 shares

    <0.01% of the 13F portfolio, value $274,210.

    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 31,166 shares
    Change vs previous 13F +230 shares

    <0.01% of the 13F portfolio, value $334,407.

    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 30,936 shares
    Change vs previous 13F +331 shares

    <0.01% of the 13F portfolio, value $331,948.

    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 30,605 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $347,064.

    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 31,076 shares
    Change vs previous 13F +1,480 shares

    <0.01% of the 13F portfolio, value $325,679.

    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 29,596 shares
    Change vs previous 13F +4,112 shares

    <0.01% of the 13F portfolio, value $314,304.

    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 25,484 shares
    Change vs previous 13F +4,435 shares

    <0.01% of the 13F portfolio, value $257,898.

    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 21,049 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,175.

    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).