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AVANTAX ADVISORY SERVICES, INC.: PATK position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 11,889 PATK 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 11,889 shares
    Change vs previous 13F +1,540 shares

    0.01% of the 13F portfolio, value $1,097,007.

    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 10,349 shares
    Change vs previous 13F +1,150 shares

    0.01% of the 13F portfolio, value $875,094.

    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 9,199 shares
    Change vs previous 13F +4,209 shares

    <0.01% of the 13F portfolio, value $764,279.

    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 4,990 shares
    Change vs previous 13F +421 shares

    <0.01% of the 13F portfolio, value $710,420.

    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 4,569 shares
    Change vs previous 13F +1,838 shares

    <0.01% of the 13F portfolio, value $495,965.

    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 2,731 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $326,273.

    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).