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AVANTAX ADVISORY SERVICES, INC.: PEG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 94,720 PEG 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 94,720 shares
    Change vs previous 13F +2,426 shares

    0.04% of the 13F portfolio, value $7,973,543.

    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 92,294 shares
    Change vs previous 13F +842 shares

    0.05% of the 13F portfolio, value $7,595,781.

    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 91,452 shares
    Change vs previous 13F +3,020 shares

    0.05% of the 13F portfolio, value $7,726,820.

    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 88,432 shares
    Change vs previous 13F +16,182 shares

    0.05% of the 13F portfolio, value $7,888,995.

    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 72,250 shares
    Change vs previous 13F +26,496 shares

    0.04% of the 13F portfolio, value $5,324,856.

    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 45,754 shares
    Change vs previous 13F -3,410 shares

    0.03% of the 13F portfolio, value $3,055,454.

    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 49,164 shares
    Change vs previous 13F -3,994 shares

    0.03% of the 13F portfolio, value $3,006,349.

    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 53,158 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,025,205.

    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).