AVANTAX ADVISORY SERVICES, INC.: PCTY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on PCTY, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 2,371 PCTY shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 2,371 sharesChange vs previous 13F +28 shares
<0.01% of the 13F portfolio, value $429,601.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,343 sharesChange vs previous 13F +403 shares
<0.01% of the 13F portfolio, value $438,938.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,940 sharesChange vs previous 13F +98 shares
<0.01% of the 13F portfolio, value $386,972.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,842 sharesChange vs previous 13F +57 shares
<0.01% of the 13F portfolio, value $303,875.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,785 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $235,352.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).