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AVANTAX ADVISORY SERVICES, INC.: XEFRX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 16,696 XEFRX 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 16,696 shares
    Change vs previous 13F -13,220 shares

    <0.01% of the 13F portfolio, value $202,350.

    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 29,916 shares
    Change vs previous 13F -240 shares

    <0.01% of the 13F portfolio, value $366,474.

    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 30,156 shares
    Change vs previous 13F +7,532 shares

    <0.01% of the 13F portfolio, value $386,000.

    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 22,624 shares
    Change vs previous 13F -1,375 shares

    <0.01% of the 13F portfolio, value $288,456.

    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 23,999 shares
    Change vs previous 13F +1,400 shares

    <0.01% of the 13F portfolio, value $313,907.

    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 22,599 shares
    Change vs previous 13F +1,075 shares

    <0.01% of the 13F portfolio, value $294,465.

    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 21,524 shares
    Change vs previous 13F +4,798 shares

    <0.01% of the 13F portfolio, value $272,500.

    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 16,726 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,557.

    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).