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AVANTAX ADVISORY SERVICES, INC.: XHLF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 89,496 XHLF 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 89,496 shares
    Change vs previous 13F -126 shares

    0.02% of the 13F portfolio, value $4,505,243.

    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 89,622 shares
    Change vs previous 13F +78 shares

    0.03% of the 13F portfolio, value $4,512,927.

    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 89,544 shares
    Change vs previous 13F -11,143 shares

    0.03% of the 13F portfolio, value $4,493,314.

    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 100,687 shares
    Change vs previous 13F -3,620 shares

    0.03% of the 13F portfolio, value $5,078,656.

    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 104,307 shares
    Change vs previous 13F -92,022 shares

    0.04% of the 13F portfolio, value $5,244,546.

    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 196,329 shares
    Change vs previous 13F +66,874 shares

    0.09% of the 13F portfolio, value $9,877,309.

    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 129,455 shares
    Change vs previous 13F -188,294 shares

    0.06% of the 13F portfolio, value $6,498,661.

    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 317,749 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,973,258.

    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).