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AVANTAX ADVISORY SERVICES, INC.: XLI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 113,846 XLI 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 113,846 shares
    Change vs previous 13F +8,089 shares

    0.09% of the 13F portfolio, value $16,794,517.

    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 105,757 shares
    Change vs previous 13F -7,803 shares

    0.08% of the 13F portfolio, value $13,861,558.

    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 113,560 shares
    Change vs previous 13F +50,242 shares

    0.09% of the 13F portfolio, value $14,962,615.

    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 63,318 shares
    Change vs previous 13F -27,634 shares

    0.06% of the 13F portfolio, value $8,575,783.

    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 90,952 shares
    Change vs previous 13F +12,201 shares

    0.08% of the 13F portfolio, value $11,084,282.

    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 78,751 shares
    Change vs previous 13F +20,419 shares

    0.09% of the 13F portfolio, value $9,919,435.

    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 58,332 shares
    Change vs previous 13F -2,354 shares

    0.07% of the 13F portfolio, value $6,649,249.

    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 60,686 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,152,338.

    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).