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AVANTAX ADVISORY SERVICES, INC.: PENN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 56,299 PENN 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 56,299 shares
    Change vs previous 13F -361 shares

    0.01% of the 13F portfolio, value $1,006,063.

    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 56,660 shares
    Change vs previous 13F +13,061 shares

    0.01% of the 13F portfolio, value $924,125.

    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 43,599 shares
    Change vs previous 13F -17,917 shares

    0.01% of the 13F portfolio, value $864,132.

    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 61,516 shares
    Change vs previous 13F +14,667 shares

    0.01% of the 13F portfolio, value $1,160,192.

    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 46,849 shares
    Change vs previous 13F +35,034 shares

    0.01% of the 13F portfolio, value $906,762.

    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 11,815 shares
    Change vs previous 13F -7,917 shares

    <0.01% of the 13F portfolio, value $215,151.

    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 19,732 shares
    Change vs previous 13F +3,481 shares

    0.01% of the 13F portfolio, value $513,427.

    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 16,251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $372,960.

    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).