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AVANTAX ADVISORY SERVICES, INC.: XSOE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 73,084 XSOE 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 73,084 shares
    Change vs previous 13F +414 shares

    0.01% of the 13F portfolio, value $2,519,933.

    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 72,670 shares
    Change vs previous 13F +2,013 shares

    0.01% of the 13F portfolio, value $2,243,330.

    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 70,657 shares
    Change vs previous 13F +258 shares

    0.01% of the 13F portfolio, value $2,153,635.

    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 70,399 shares
    Change vs previous 13F +4,941 shares

    0.02% of the 13F portfolio, value $2,325,285.

    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 65,458 shares
    Change vs previous 13F +11,240 shares

    0.01% of the 13F portfolio, value $2,004,972.

    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 54,218 shares
    Change vs previous 13F +6,445 shares

    0.01% of the 13F portfolio, value $1,597,260.

    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 47,773 shares
    Change vs previous 13F +5,077 shares

    0.01% of the 13F portfolio, value $1,379,694.

    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 42,696 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,138,712.

    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).