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AVANTAX ADVISORY SERVICES, INC.: PDI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 129,718 PDI 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 129,718 shares
    Change vs previous 13F -110,128 shares

    0.01% of the 13F portfolio, value $2,460,754.

    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 239,846 shares
    Change vs previous 13F +46,947 shares

    0.03% of the 13F portfolio, value $4,748,942.

    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 192,899 shares
    Change vs previous 13F -63,020 shares

    0.02% of the 13F portfolio, value $3,537,774.

    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 255,919 shares
    Change vs previous 13F +116,965 shares

    0.03% of the 13F portfolio, value $5,187,480.

    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 138,954 shares
    Change vs previous 13F +8,568 shares

    0.02% of the 13F portfolio, value $2,613,727.

    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 130,386 shares
    Change vs previous 13F +2,843 shares

    0.02% of the 13F portfolio, value $2,515,146.

    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 127,543 shares
    Change vs previous 13F -95,439 shares

    0.02% of the 13F portfolio, value $2,289,401.

    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 222,982 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,853,129.

    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).