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AVANTAX ADVISORY SERVICES, INC.: XLP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 51,899 XLP 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 51,899 shares
    Change vs previous 13F +2,308 shares

    0.02% of the 13F portfolio, value $4,202,276.

    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 49,591 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $4,050,074.

    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 49,640 shares
    Change vs previous 13F -5,570 shares

    0.02% of the 13F portfolio, value $3,902,213.

    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 55,210 shares
    Change vs previous 13F -28,638 shares

    0.03% of the 13F portfolio, value $4,582,399.

    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 83,848 shares
    Change vs previous 13F -11,481 shares

    0.05% of the 13F portfolio, value $6,421,098.

    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 95,329 shares
    Change vs previous 13F -17,645 shares

    0.06% of the 13F portfolio, value $7,279,333.

    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 112,974 shares
    Change vs previous 13F -44,710 shares

    0.08% of the 13F portfolio, value $8,137,520.

    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 157,684 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,850,263.

    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).