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AVANTAX ADVISORY SERVICES, INC.: XSVM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 245,514 XSVM 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 245,514 shares
    Change vs previous 13F -54,483 shares

    0.07% of the 13F portfolio, value $12,764,264.

    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 299,997 shares
    Change vs previous 13F +12,574 shares

    0.09% of the 13F portfolio, value $15,059,847.

    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 287,423 shares
    Change vs previous 13F +8,069 shares

    0.1% of the 13F portfolio, value $15,658,806.

    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 279,354 shares
    Change vs previous 13F +12,059 shares

    0.1% of the 13F portfolio, value $15,361,674.

    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 267,295 shares
    Change vs previous 13F +22,199 shares

    0.1% of the 13F portfolio, value $14,000,893.

    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 245,096 shares
    Change vs previous 13F +56,342 shares

    0.12% of the 13F portfolio, value $13,955,774.

    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 188,754 shares
    Change vs previous 13F +25,355 shares

    0.1% of the 13F portfolio, value $10,224,793.

    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 163,399 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,867,666.

    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).