AVANTAX ADVISORY SERVICES, INC.: XES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on XES, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 0 XES shares at 2024-09-30 per its 13F-HR filed 2024-11-13.
the latest 13F is the newest step
- period ended2024-09-3013F 0 sharesChange vs previous 13F -8,201 shares
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-06-3013F 8,201 sharesChange vs previous 13F -98 shares
0.01% of the 13F portfolio, value $745,023.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 8,299 sharesChange vs previous 13F -116 shares
0.01% of the 13F portfolio, value $772,594.
13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 8,415 sharesChange vs previous 13F +95 shares
0.01% of the 13F portfolio, value $711,168.
13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 8,320 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $796,931.
13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).