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AVANTAX ADVISORY SERVICES, INC.: PCEF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 37,727 PCEF 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 37,727 shares
    Change vs previous 13F -6,664 shares

    <0.01% of the 13F portfolio, value $737,184.

    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 44,391 shares
    Change vs previous 13F +4,048 shares

    0.01% of the 13F portfolio, value $836,770.

    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 40,343 shares
    Change vs previous 13F +18,578 shares

    <0.01% of the 13F portfolio, value $772,964.

    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 21,765 shares
    Change vs previous 13F -7,842 shares

    <0.01% of the 13F portfolio, value $428,998.

    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 29,607 shares
    Change vs previous 13F +551 shares

    <0.01% of the 13F portfolio, value $557,204.

    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 29,056 shares
    Change vs previous 13F +2,380 shares

    <0.01% of the 13F portfolio, value $547,711.

    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 26,676 shares
    Change vs previous 13F +5,074 shares

    <0.01% of the 13F portfolio, value $479,109.

    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 21,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $369,391.

    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).