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AVANTAX ADVISORY SERVICES, INC.: XLE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 322,425 XLE 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 322,425 shares
    Change vs previous 13F -4,509 shares

    0.15% of the 13F portfolio, value $27,344,851.

    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 326,934 shares
    Change vs previous 13F +105,109 shares

    0.19% of the 13F portfolio, value $30,552,021.

    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 221,825 shares
    Change vs previous 13F +12,879 shares

    0.12% of the 13F portfolio, value $19,001,486.

    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 208,946 shares
    Change vs previous 13F -47,379 shares

    0.12% of the 13F portfolio, value $18,345,412.

    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 256,325 shares
    Change vs previous 13F +8,043 shares

    0.17% of the 13F portfolio, value $23,364,011.

    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 248,282 shares
    Change vs previous 13F -49,073 shares

    0.21% of the 13F portfolio, value $23,440,297.

    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 297,355 shares
    Change vs previous 13F +23,708 shares

    0.25% of the 13F portfolio, value $24,930,210.

    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 273,647 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $24,734,974.

    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).