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AVANTAX ADVISORY SERVICES, INC.: PBR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 186,259 PBR 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 186,259 shares
    Change vs previous 13F +42,161 shares

    0.01% of the 13F portfolio, value $2,330,093.

    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 144,098 shares
    Change vs previous 13F +34,787 shares

    0.01% of the 13F portfolio, value $2,066,361.

    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 109,311 shares
    Change vs previous 13F -45,407 shares

    0.01% of the 13F portfolio, value $1,405,741.

    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 154,718 shares
    Change vs previous 13F +13,933 shares

    0.01% of the 13F portfolio, value $2,229,483.

    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 140,785 shares
    Change vs previous 13F +99,519 shares

    0.01% of the 13F portfolio, value $2,039,971.

    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 41,266 shares
    Change vs previous 13F +9,874 shares

    0.01% of the 13F portfolio, value $627,659.

    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 31,392 shares
    Change vs previous 13F +2,650 shares

    <0.01% of the 13F portfolio, value $501,326.

    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 28,742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $430,840.

    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).