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AVANTAX ADVISORY SERVICES, INC.: XLB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 36,158 XLB 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 36,158 shares
    Change vs previous 13F +8,012 shares

    0.02% of the 13F portfolio, value $3,175,012.

    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 28,146 shares
    Change vs previous 13F +17,943 shares

    0.01% of the 13F portfolio, value $2,419,987.

    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 10,203 shares
    Change vs previous 13F -1,054 shares

    0.01% of the 13F portfolio, value $858,488.

    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 11,257 shares
    Change vs previous 13F -8,217 shares

    0.01% of the 13F portfolio, value $1,084,945.

    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 19,474 shares
    Change vs previous 13F +5,379 shares

    0.01% of the 13F portfolio, value $1,719,788.

    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 14,095 shares
    Change vs previous 13F -6,362 shares

    0.01% of the 13F portfolio, value $1,309,321.

    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 20,457 shares
    Change vs previous 13F -872 shares

    0.02% of the 13F portfolio, value $1,749,894.

    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 21,329 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,675,354.

    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).