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AVANTAX ADVISORY SERVICES, INC.: XEL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 47,196 XEL 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 47,196 shares
    Change vs previous 13F +5,071 shares

    0.02% of the 13F portfolio, value $3,214,020.

    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 42,125 shares
    Change vs previous 13F +7,183 shares

    0.02% of the 13F portfolio, value $2,982,033.

    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 34,942 shares
    Change vs previous 13F +4,264 shares

    0.01% of the 13F portfolio, value $2,359,303.

    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 30,678 shares
    Change vs previous 13F +6,043 shares

    0.01% of the 13F portfolio, value $2,003,282.

    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 24,635 shares
    Change vs previous 13F +8,581 shares

    0.01% of the 13F portfolio, value $1,315,776.

    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 16,054 shares
    Change vs previous 13F +212 shares

    0.01% of the 13F portfolio, value $862,914.

    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 15,842 shares
    Change vs previous 13F +2,751 shares

    0.01% of the 13F portfolio, value $980,767.

    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 13,091 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $749,065.

    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).