Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: PEY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 57,895 PEY 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 57,895 shares
    Change vs previous 13F -9,602 shares

    0.01% of the 13F portfolio, value $1,181,628.

    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 67,497 shares
    Change vs previous 13F -44,848 shares

    0.01% of the 13F portfolio, value $1,449,170.

    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 112,345 shares
    Change vs previous 13F +632 shares

    0.01% of the 13F portfolio, value $2,388,445.

    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 111,713 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $2,449,862.

    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 111,571 shares
    Change vs previous 13F -8,903 shares

    0.02% of the 13F portfolio, value $2,191,251.

    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 120,474 shares
    Change vs previous 13F -40,917 shares

    0.02% of the 13F portfolio, value $2,487,778.

    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 161,391 shares
    Change vs previous 13F -8,108 shares

    0.03% of the 13F portfolio, value $3,411,814.

    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 169,499 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,252,687.

    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).