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AVANTAX ADVISORY SERVICES, INC.: XMMO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 72,404 XMMO 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 72,404 shares
    Change vs previous 13F +2,393 shares

    0.05% of the 13F portfolio, value $9,313,274.

    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 70,011 shares
    Change vs previous 13F +2,684 shares

    0.05% of the 13F portfolio, value $7,964,494.

    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 67,327 shares
    Change vs previous 13F +5,285 shares

    0.05% of the 13F portfolio, value $8,316,891.

    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 62,042 shares
    Change vs previous 13F +7,433 shares

    0.05% of the 13F portfolio, value $7,465,491.

    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 54,609 shares
    Change vs previous 13F +4,632 shares

    0.04% of the 13F portfolio, value $6,224,823.

    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 49,977 shares
    Change vs previous 13F +13,607 shares

    0.05% of the 13F portfolio, value $5,740,410.

    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 36,370 shares
    Change vs previous 13F +8,486 shares

    0.03% of the 13F portfolio, value $3,266,366.

    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 27,884 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,244,911.

    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).