AVANTAX ADVISORY SERVICES, INC.: XPO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on XPO, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 3,463 XPO shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 3,463 sharesChange vs previous 13F -732 shares
<0.01% of the 13F portfolio, value $437,342.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,195 sharesChange vs previous 13F +374 shares
<0.01% of the 13F portfolio, value $451,298.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,821 sharesChange vs previous 13F +232 shares
<0.01% of the 13F portfolio, value $501,124.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,589 sharesChange vs previous 13F +512 shares
<0.01% of the 13F portfolio, value $385,853.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 3,077 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $326,624.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).