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AVANTAX ADVISORY SERVICES, INC.: PANW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 53,145 PANW 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 53,145 shares
    Change vs previous 13F +5,707 shares

    0.06% of the 13F portfolio, value $10,875,506.

    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 47,438 shares
    Change vs previous 13F +3,798 shares

    0.05% of the 13F portfolio, value $8,094,748.

    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 43,640 shares
    Change vs previous 13F +23,210 shares

    0.05% of the 13F portfolio, value $7,940,734.

    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 20,430 shares
    Change vs previous 13F -623 shares

    0.05% of the 13F portfolio, value $6,982,974.

    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 21,053 shares
    Change vs previous 13F +10,734 shares

    0.05% of the 13F portfolio, value $7,137,313.

    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 10,319 shares
    Change vs previous 13F +1,229 shares

    0.03% of the 13F portfolio, value $2,932,051.

    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 9,090 shares
    Change vs previous 13F +1,132 shares

    0.03% of the 13F portfolio, value $2,680,577.

    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 7,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,865,768.

    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).