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AVANTAX ADVISORY SERVICES, INC.: MPT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 29,463 MPT 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 29,463 shares
    Change vs previous 13F -6,349 shares

    <0.01% of the 13F portfolio, value $126,985.

    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 35,812 shares
    Change vs previous 13F +1,552 shares

    <0.01% of the 13F portfolio, value $215,945.

    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 34,260 shares
    Change vs previous 13F -11,537 shares

    <0.01% of the 13F portfolio, value $135,329.

    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 45,797 shares
    Change vs previous 13F +512 shares

    <0.01% of the 13F portfolio, value $267,911.

    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 45,285 shares
    Change vs previous 13F +6,605 shares

    <0.01% of the 13F portfolio, value $195,178.

    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 38,680 shares
    Change vs previous 13F +4,504 shares

    <0.01% of the 13F portfolio, value $181,797.

    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 34,176 shares
    Change vs previous 13F -3,612 shares

    <0.01% of the 13F portfolio, value $167,803.

    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 37,788 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,943.

    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).