Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: XLV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 90,623 XLV 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 90,623 shares
    Change vs previous 13F +9,039 shares

    0.07% of the 13F portfolio, value $12,215,083.

    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 81,584 shares
    Change vs previous 13F +7,965 shares

    0.07% of the 13F portfolio, value $11,912,123.

    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 73,619 shares
    Change vs previous 13F -61,264 shares

    0.06% of the 13F portfolio, value $10,127,733.

    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 134,883 shares
    Change vs previous 13F -94,706 shares

    0.14% of the 13F portfolio, value $20,774,620.

    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 229,589 shares
    Change vs previous 13F +2,192 shares

    0.24% of the 13F portfolio, value $33,462,583.

    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 227,397 shares
    Change vs previous 13F +21,691 shares

    0.3% of the 13F portfolio, value $33,593,331.

    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 205,706 shares
    Change vs previous 13F +92 shares

    0.28% of the 13F portfolio, value $28,054,246.

    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 205,614 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $26,470,763.

    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).