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AVANTAX ADVISORY SERVICES, INC.: PFE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 423,497 PFE 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 423,497 shares
    Change vs previous 13F +54,086 shares

    0.06% of the 13F portfolio, value $10,265,562.

    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 369,411 shares
    Change vs previous 13F +20,421 shares

    0.06% of the 13F portfolio, value $9,360,870.

    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 348,990 shares
    Change vs previous 13F +17,054 shares

    0.06% of the 13F portfolio, value $9,258,695.

    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 331,936 shares
    Change vs previous 13F +23,182 shares

    0.06% of the 13F portfolio, value $9,606,219.

    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 308,754 shares
    Change vs previous 13F +16,673 shares

    0.06% of the 13F portfolio, value $8,638,936.

    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 292,081 shares
    Change vs previous 13F -24,933 shares

    0.07% of the 13F portfolio, value $8,105,256.

    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 317,014 shares
    Change vs previous 13F +18,900 shares

    0.09% of the 13F portfolio, value $9,126,830.

    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 298,114 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,888,451.

    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).