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AVANTAX ADVISORY SERVICES, INC.: XSMO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 69,685 XSMO 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 69,685 shares
    Change vs previous 13F +19,777 shares

    0.03% of the 13F portfolio, value $4,739,992.

    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 49,908 shares
    Change vs previous 13F +9,482 shares

    0.02% of the 13F portfolio, value $3,131,732.

    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 40,426 shares
    Change vs previous 13F +28,196 shares

    0.02% of the 13F portfolio, value $2,672,552.

    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 12,230 shares
    Change vs previous 13F +3,196 shares

    0.01% of the 13F portfolio, value $809,484.

    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 9,034 shares
    Change vs previous 13F +521 shares

    <0.01% of the 13F portfolio, value $542,517.

    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 8,513 shares
    Change vs previous 13F +4,898 shares

    <0.01% of the 13F portfolio, value $513,509.

    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 3,615 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,813.

    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).