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AVANTAX ADVISORY SERVICES, INC.: PBDC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 60,063 PBDC 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 60,063 shares
    Change vs previous 13F +2,224 shares

    0.01% of the 13F portfolio, value $2,032,521.

    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 57,839 shares
    Change vs previous 13F +2,973 shares

    0.01% of the 13F portfolio, value $2,004,713.

    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 54,866 shares
    Change vs previous 13F +8,698 shares

    0.01% of the 13F portfolio, value $1,888,481.

    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 46,168 shares
    Change vs previous 13F +7,845 shares

    0.01% of the 13F portfolio, value $1,560,005.

    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 38,323 shares
    Change vs previous 13F +12,641 shares

    0.01% of the 13F portfolio, value $1,327,036.

    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 25,682 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $870,962.

    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).