Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: XLF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 336,408 XLF 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 336,408 shares
    Change vs previous 13F +4,231 shares

    0.1% of the 13F portfolio, value $17,617,684.

    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 332,177 shares
    Change vs previous 13F +18,629 shares

    0.1% of the 13F portfolio, value $16,545,714.

    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 313,548 shares
    Change vs previous 13F -3,340 shares

    0.1% of the 13F portfolio, value $15,153,779.

    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 316,888 shares
    Change vs previous 13F -197,489 shares

    0.09% of the 13F portfolio, value $14,361,379.

    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 514,377 shares
    Change vs previous 13F +49,790 shares

    0.15% of the 13F portfolio, value $21,146,035.

    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 464,587 shares
    Change vs previous 13F +73,992 shares

    0.17% of the 13F portfolio, value $19,568,417.

    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 390,595 shares
    Change vs previous 13F +5,174 shares

    0.15% of the 13F portfolio, value $14,686,353.

    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 385,421 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,784,411.

    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).