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AVANTAX ADVISORY SERVICES, INC.: XAWPX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 27,025 XAWPX 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 27,025 shares
    Change vs previous 13F -14,320 shares

    <0.01% of the 13F portfolio, value $107,018.

    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 41,345 shares
    Change vs previous 13F -6,514 shares

    <0.01% of the 13F portfolio, value $160,419.

    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 47,859 shares
    Change vs previous 13F -22,285 shares

    <0.01% of the 13F portfolio, value $184,736.

    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 70,144 shares
    Change vs previous 13F +1,019 shares

    <0.01% of the 13F portfolio, value $324,065.

    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 69,125 shares
    Change vs previous 13F -10,268 shares

    <0.01% of the 13F portfolio, value $264,057.

    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 79,393 shares
    Change vs previous 13F -60,516 shares

    <0.01% of the 13F portfolio, value $314,398.

    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 139,909 shares
    Change vs previous 13F +5,020 shares

    0.01% of the 13F portfolio, value $542,845.

    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 134,889 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $490,997.

    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).