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AVANTAX ADVISORY SERVICES, INC.: XEXGX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 36,120 XEXGX 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 36,120 shares
    Change vs previous 13F +8,276 shares

    <0.01% of the 13F portfolio, value $316,049.

    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 27,844 shares
    Change vs previous 13F +3,785 shares

    <0.01% of the 13F portfolio, value $226,646.

    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 24,059 shares
    Change vs previous 13F -8,363 shares

    <0.01% of the 13F portfolio, value $196,558.

    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 32,422 shares
    Change vs previous 13F -462,434 shares

    <0.01% of the 13F portfolio, value $282,720.

    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 494,856 shares
    Change vs previous 13F +13,428 shares

    0.03% of the 13F portfolio, value $4,181,528.

    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 481,428 shares
    Change vs previous 13F +5,733 shares

    0.03% of the 13F portfolio, value $3,928,452.

    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 475,695 shares
    Change vs previous 13F +5,691 shares

    0.04% of the 13F portfolio, value $3,672,365.

    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 470,004 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,463,928.

    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).