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AVANTAX ADVISORY SERVICES, INC.: XLC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 119,830 XLC 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 119,830 shares
    Change vs previous 13F +98,679 shares

    0.07% of the 13F portfolio, value $13,005,191.

    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 21,151 shares
    Change vs previous 13F +2,381 shares

    0.01% of the 13F portfolio, value $2,040,000.

    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 18,770 shares
    Change vs previous 13F -6,648 shares

    0.01% of the 13F portfolio, value $1,817,154.

    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 25,418 shares
    Change vs previous 13F -113,727 shares

    0.02% of the 13F portfolio, value $2,297,776.

    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 139,145 shares
    Change vs previous 13F +30,192 shares

    0.08% of the 13F portfolio, value $11,919,197.

    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 108,953 shares
    Change vs previous 13F +12,700 shares

    0.08% of the 13F portfolio, value $8,897,105.

    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 96,253 shares
    Change vs previous 13F +4,608 shares

    0.07% of the 13F portfolio, value $6,993,729.

    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 91,645 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,009,151.

    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).