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AVANTAX ADVISORY SERVICES, INC.: XLK position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 91,443 XLK 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 91,443 shares
    Change vs previous 13F +6,510 shares

    0.13% of the 13F portfolio, value $23,156,060.

    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 84,933 shares
    Change vs previous 13F +10,145 shares

    0.11% of the 13F portfolio, value $17,536,863.

    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 74,788 shares
    Change vs previous 13F -6,433 shares

    0.11% of the 13F portfolio, value $17,389,740.

    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 81,221 shares
    Change vs previous 13F -117,978 shares

    0.12% of the 13F portfolio, value $18,336,465.

    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 199,199 shares
    Change vs previous 13F -9,478 shares

    0.32% of the 13F portfolio, value $45,064,684.

    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 208,677 shares
    Change vs previous 13F +13,107 shares

    0.39% of the 13F portfolio, value $43,461,060.

    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 195,570 shares
    Change vs previous 13F +14,697 shares

    0.37% of the 13F portfolio, value $37,643,305.

    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 180,873 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $29,650,529.

    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).