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AVANTAX ADVISORY SERVICES, INC.: PAVE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 144,336 PAVE 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 144,336 shares
    Change vs previous 13F +8,017 shares

    0.03% of the 13F portfolio, value $6,290,165.

    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 136,319 shares
    Change vs previous 13F +6,971 shares

    0.03% of the 13F portfolio, value $5,143,314.

    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 129,348 shares
    Change vs previous 13F +25,879 shares

    0.03% of the 13F portfolio, value $5,226,959.

    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 103,469 shares
    Change vs previous 13F +18,691 shares

    0.03% of the 13F portfolio, value $4,258,784.

    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 84,778 shares
    Change vs previous 13F +9,009 shares

    0.02% of the 13F portfolio, value $3,138,486.

    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 75,769 shares
    Change vs previous 13F +18,111 shares

    0.03% of the 13F portfolio, value $3,016,363.

    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 57,658 shares
    Change vs previous 13F +26,931 shares

    0.02% of the 13F portfolio, value $1,986,902.

    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 30,727 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $933,493.

    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).