X β€” UNITED STATES STL CORP NEW

Ownership history in AVANTAX ADVISORY SERVICES, INC.  Β·  20 quarters on record

AI Ownership Summary

AVANTAX ADVISORY SERVICES, INC. reported UNITED STATES STL CORP NEW (X) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows X at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this X ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AVANTAX ADVISORY SERVICES, INC.'s position in UNITED STATES STL CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

X was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AVANTAX ADVISORY SERVICES, INC. held X β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 17,936 +2,686 +17.6% 0.00% $758K 2025-05-06 β€”
2024 Q4 ADDED 15,250 +914 +6.4% 0.00% $518K 2025-02-10 β€”
2024 Q3 REDUCED 14,336 -333 -2.3% 0.00% $506K 2024-11-13 β€”
2024 Q2 ADDED 14,669 +817 +5.9% 0.00% $554K 2024-08-09 β€”
2024 Q1 REDUCED 13,852 -1,973 -12.5% 0.01% $565K 2024-05-08 β€”
2023 Q4 REDUCED 15,825 -1,637 -9.4% 0.01% $770K 2024-02-07 β€”
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding X

As of 2025 Q4 β€” sorted by position size

CAROLINAS WEALTH CONSULTING LLC 3Y 0.01% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About AVANTAX ADVISORY SERVICES, INC. and X

These are the practical questions this page is built to answer before you even open the full history table.

How long has AVANTAX ADVISORY SERVICES, INC. reported owning X?

AVANTAX ADVISORY SERVICES, INC. reported X across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported X position in AVANTAX ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for X was 0.01% in 2023 Q4.

What is the latest reported X position on this page?

The most recent filing on this page is 2025 Q1, when AVANTAX ADVISORY SERVICES, INC. reported 17,936 shares, equal to 0.00% of portfolio, with an estimated market value of $758K.

What does the chart on this X ownership page compare?

The chart compares AVANTAX ADVISORY SERVICES, INC.'s quarterly X portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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