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AVANTAX ADVISORY SERVICES, INC.: XYLG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 26,193 XYLG 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 26,193 shares
    Change vs previous 13F -3,493 shares

    <0.01% of the 13F portfolio, value $721,090.

    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 29,686 shares
    Change vs previous 13F -2,885 shares

    <0.01% of the 13F portfolio, value $785,477.

    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 32,571 shares
    Change vs previous 13F -1,158 shares

    0.01% of the 13F portfolio, value $908,405.

    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 33,729 shares
    Change vs previous 13F -3,373 shares

    0.01% of the 13F portfolio, value $1,082,330.

    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 37,102 shares
    Change vs previous 13F -1,082 shares

    0.01% of the 13F portfolio, value $1,141,945.

    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 38,184 shares
    Change vs previous 13F -471 shares

    0.01% of the 13F portfolio, value $1,158,063.

    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 38,655 shares
    Change vs previous 13F +2,100 shares

    0.01% of the 13F portfolio, value $1,092,776.

    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 36,555 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $973,447.

    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).