Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: XCHYX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 11,396 XCHYX 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 11,396 shares
    Change vs previous 13F -698 shares

    <0.01% of the 13F portfolio, value $125,246.

    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 12,094 shares
    Change vs previous 13F +109 shares

    <0.01% of the 13F portfolio, value $122,148.

    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 11,985 shares
    Change vs previous 13F +1,299 shares

    <0.01% of the 13F portfolio, value $145,498.

    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 10,686 shares
    Change vs previous 13F +384 shares

    <0.01% of the 13F portfolio, value $127,489.

    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 10,302 shares
    Change vs previous 13F -2,830 shares

    <0.01% of the 13F portfolio, value $114,970.

    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 13,132 shares
    Change vs previous 13F +483 shares

    <0.01% of the 13F portfolio, value $155,084.

    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 12,649 shares
    Change vs previous 13F +1,316 shares

    <0.01% of the 13F portfolio, value $145,085.

    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 11,333 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $126,471.

    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).