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AVANTAX ADVISORY SERVICES, INC.: PEP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 185,961 PEP 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 185,961 shares
    Change vs previous 13F +4,627 shares

    0.13% of the 13F portfolio, value $24,554,233.

    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 181,334 shares
    Change vs previous 13F +42,854 shares

    0.16% of the 13F portfolio, value $27,189,208.

    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 138,480 shares
    Change vs previous 13F -6,107 shares

    0.13% of the 13F portfolio, value $21,057,224.

    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 144,587 shares
    Change vs previous 13F +5,981 shares

    0.16% of the 13F portfolio, value $24,586,936.

    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 138,606 shares
    Change vs previous 13F +17,485 shares

    0.16% of the 13F portfolio, value $22,860,293.

    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 121,121 shares
    Change vs previous 13F +3,322 shares

    0.19% of the 13F portfolio, value $21,197,398.

    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 117,799 shares
    Change vs previous 13F +4,594 shares

    0.2% of the 13F portfolio, value $20,006,935.

    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 113,205 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $19,181,487.

    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).