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AVANTAX ADVISORY SERVICES, INC.: PDBC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 48,760 PDBC 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 48,760 shares
    Change vs previous 13F -28,469 shares

    <0.01% of the 13F portfolio, value $635,835.

    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 77,229 shares
    Change vs previous 13F +10,094 shares

    0.01% of the 13F portfolio, value $1,052,638.

    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 67,135 shares
    Change vs previous 13F -4,594 shares

    0.01% of the 13F portfolio, value $872,080.

    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 71,729 shares
    Change vs previous 13F +20,985 shares

    0.01% of the 13F portfolio, value $963,321.

    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 50,744 shares
    Change vs previous 13F -7,504 shares

    0.01% of the 13F portfolio, value $712,953.

    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 58,248 shares
    Change vs previous 13F -195,086 shares

    0.01% of the 13F portfolio, value $807,895.

    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 253,334 shares
    Change vs previous 13F +193,203 shares

    0.03% of the 13F portfolio, value $3,369,341.

    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 60,131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $898,960.

    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).