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AVANTAX ADVISORY SERVICES, INC.: XT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 28,476 XT 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 28,476 shares
    Change vs previous 13F -2,130 shares

    0.01% of the 13F portfolio, value $1,858,080.

    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 30,606 shares
    Change vs previous 13F -127 shares

    0.01% of the 13F portfolio, value $1,761,688.

    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 30,733 shares
    Change vs previous 13F -120 shares

    0.01% of the 13F portfolio, value $1,833,517.

    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 30,853 shares
    Change vs previous 13F +1,660 shares

    0.01% of the 13F portfolio, value $1,878,310.

    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 29,193 shares
    Change vs previous 13F +1,330 shares

    0.01% of the 13F portfolio, value $1,717,415.

    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 27,863 shares
    Change vs previous 13F +2,559 shares

    0.01% of the 13F portfolio, value $1,661,198.

    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 25,304 shares
    Change vs previous 13F +1,780 shares

    0.02% of the 13F portfolio, value $1,514,937.

    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 23,524 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,228,181.

    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).