Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: XJQCX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 75,180 XJQCX 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 75,180 shares
    Change vs previous 13F +33,282 shares

    <0.01% of the 13F portfolio, value $405,222.

    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 41,898 shares
    Change vs previous 13F +3,600 shares

    <0.01% of the 13F portfolio, value $225,409.

    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 38,298 shares
    Change vs previous 13F -161 shares

    <0.01% of the 13F portfolio, value $217,918.

    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 38,459 shares
    Change vs previous 13F +8,933 shares

    <0.01% of the 13F portfolio, value $222,680.

    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 29,526 shares
    Change vs previous 13F +7,094 shares

    <0.01% of the 13F portfolio, value $163,867.

    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 22,432 shares
    Change vs previous 13F -5,624 shares

    <0.01% of the 13F portfolio, value $124,947.

    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 28,056 shares
    Change vs previous 13F +1,913 shares

    <0.01% of the 13F portfolio, value $146,452.

    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 26,143 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $132,282.

    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).