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AVANTAX ADVISORY SERVICES, INC.: XONE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 177,587 XONE 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 177,587 shares
    Change vs previous 13F -3,219 shares

    0.05% of the 13F portfolio, value $8,813,627.

    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 180,806 shares
    Change vs previous 13F -4,999 shares

    0.05% of the 13F portfolio, value $8,989,656.

    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 185,805 shares
    Change vs previous 13F +103,962 shares

    0.06% of the 13F portfolio, value $9,204,760.

    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 81,843 shares
    Change vs previous 13F +4,655 shares

    0.03% of the 13F portfolio, value $4,087,245.

    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 77,188 shares
    Change vs previous 13F +2,885 shares

    0.03% of the 13F portfolio, value $3,822,732.

    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 74,303 shares
    Change vs previous 13F +53,232 shares

    0.03% of the 13F portfolio, value $3,687,651.

    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 21,071 shares
    Change vs previous 13F -157,677 shares

    0.01% of the 13F portfolio, value $1,048,903.

    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 178,748 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,889,115.

    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).