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AVANTAX ADVISORY SERVICES, INC.: PAA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 12,625 PAA 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 12,625 shares
    Change vs previous 13F -35,082 shares

    <0.01% of the 13F portfolio, value $231,286.

    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 47,707 shares
    Change vs previous 13F +33,271 shares

    0.01% of the 13F portfolio, value $954,145.

    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 14,436 shares
    Change vs previous 13F +4,241 shares

    <0.01% of the 13F portfolio, value $246,572.

    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 10,195 shares
    Change vs previous 13F -1,718 shares

    <0.01% of the 13F portfolio, value $177,086.

    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 11,913 shares
    Change vs previous 13F +1,840 shares

    <0.01% of the 13F portfolio, value $212,770.

    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 10,073 shares
    Change vs previous 13F -2,914 shares

    <0.01% of the 13F portfolio, value $176,889.

    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 12,987 shares
    Change vs previous 13F +2,796 shares

    <0.01% of the 13F portfolio, value $196,756.

    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 10,191 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $156,119.

    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).