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AVANTAX ADVISORY SERVICES, INC.: XLRE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 171,293 XLRE 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 171,293 shares
    Change vs previous 13F +11,122 shares

    0.04% of the 13F portfolio, value $7,094,957.

    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 160,171 shares
    Change vs previous 13F +9,654 shares

    0.04% of the 13F portfolio, value $6,703,168.

    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 150,517 shares
    Change vs previous 13F +23,170 shares

    0.04% of the 13F portfolio, value $6,121,515.

    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 127,347 shares
    Change vs previous 13F +1,413 shares

    0.04% of the 13F portfolio, value $5,688,578.

    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 125,934 shares
    Change vs previous 13F -10,784 shares

    0.03% of the 13F portfolio, value $4,837,140.

    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 136,718 shares
    Change vs previous 13F -3,070 shares

    0.05% of the 13F portfolio, value $5,404,463.

    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 139,788 shares
    Change vs previous 13F -12,644 shares

    0.06% of the 13F portfolio, value $5,599,893.

    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 152,432 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,193,364.

    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).