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AVANTAX ADVISORY SERVICES, INC.: XMHQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 316,369 XMHQ 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 316,369 shares
    Change vs previous 13F +20,756 shares

    0.17% of the 13F portfolio, value $31,080,093.

    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 295,613 shares
    Change vs previous 13F -11,440 shares

    0.16% of the 13F portfolio, value $27,057,444.

    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 307,053 shares
    Change vs previous 13F +21,831 shares

    0.19% of the 13F portfolio, value $30,235,473.

    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 285,222 shares
    Change vs previous 13F +41,399 shares

    0.19% of the 13F portfolio, value $29,258,051.

    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 243,823 shares
    Change vs previous 13F +30,465 shares

    0.17% of the 13F portfolio, value $23,658,125.

    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 213,358 shares
    Change vs previous 13F +81,122 shares

    0.21% of the 13F portfolio, value $23,480,003.

    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 132,236 shares
    Change vs previous 13F +39,415 shares

    0.12% of the 13F portfolio, value $11,730,619.

    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 92,821 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,475,773.

    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).