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AVANTAX ADVISORY SERVICES, INC.: XYLD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 186,782 XYLD 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 186,782 shares
    Change vs previous 13F +44,563 shares

    0.04% of the 13F portfolio, value $7,273,308.

    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 142,219 shares
    Change vs previous 13F +9,814 shares

    0.03% of the 13F portfolio, value $5,616,245.

    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 132,405 shares
    Change vs previous 13F +18,094 shares

    0.03% of the 13F portfolio, value $5,547,778.

    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 114,311 shares
    Change vs previous 13F -47,878 shares

    0.03% of the 13F portfolio, value $4,743,886.

    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 162,189 shares
    Change vs previous 13F +14,890 shares

    0.05% of the 13F portfolio, value $6,557,280.

    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 147,299 shares
    Change vs previous 13F +51,340 shares

    0.05% of the 13F portfolio, value $6,008,330.

    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 95,959 shares
    Change vs previous 13F +65,832 shares

    0.04% of the 13F portfolio, value $3,784,634.

    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 30,127 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,171,651.

    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).