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AVANTAX ADVISORY SERVICES, INC.: XLU position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 243,244 XLU 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 243,244 shares
    Change vs previous 13F +65,806 shares

    0.11% of the 13F portfolio, value $19,863,258.

    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 177,438 shares
    Change vs previous 13F +119,920 shares

    0.08% of the 13F portfolio, value $13,991,017.

    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 57,518 shares
    Change vs previous 13F -2,936 shares

    0.03% of the 13F portfolio, value $4,353,531.

    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 60,454 shares
    Change vs previous 13F -14,685 shares

    0.03% of the 13F portfolio, value $4,883,483.

    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 75,139 shares
    Change vs previous 13F +299 shares

    0.04% of the 13F portfolio, value $5,119,961.

    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 74,840 shares
    Change vs previous 13F -2,509 shares

    0.04% of the 13F portfolio, value $4,913,236.

    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 77,349 shares
    Change vs previous 13F +790 shares

    0.05% of the 13F portfolio, value $4,898,532.

    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 76,559 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,511,608.

    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).