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Avantax Planning Partners, Inc.: XYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on XYLD, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 101,920 XYLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,920 shares
    Change vs previous 13F -6,102 shares

    0.1% of the 13F portfolio, value $4,157,317.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 108,022 shares
    Change vs previous 13F +16,684 shares

    0.12% of the 13F portfolio, value $4,226,901.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 91,338 shares
    Change vs previous 13F +729 shares

    0.1% of the 13F portfolio, value $3,711,063.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,609 shares
    Change vs previous 13F -4,359 shares

    0.1% of the 13F portfolio, value $3,557,309.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 94,968 shares
    Change vs previous 13F +26,336 shares

    0.12% of the 13F portfolio, value $3,698,058.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,632 shares
    Change vs previous 13F +12,937 shares

    0.1% of the 13F portfolio, value $2,710,278.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 55,695 shares
    Change vs previous 13F -5,983 shares

    0.08% of the 13F portfolio, value $2,333,621.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,678 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,559,637.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).