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AVANTAX ADVISORY SERVICES, INC.: PFF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 184,799 PFF 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 184,799 shares
    Change vs previous 13F -239,016 shares

    0.03% of the 13F portfolio, value $5,669,647.

    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 423,815 shares
    Change vs previous 13F +48,665 shares

    0.08% of the 13F portfolio, value $13,023,819.

    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 375,150 shares
    Change vs previous 13F -6,282 shares

    0.07% of the 13F portfolio, value $11,794,709.

    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 381,432 shares
    Change vs previous 13F +49,861 shares

    0.08% of the 13F portfolio, value $12,674,994.

    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 331,571 shares
    Change vs previous 13F +30,583 shares

    0.07% of the 13F portfolio, value $10,461,048.

    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 300,988 shares
    Change vs previous 13F +63,706 shares

    0.09% of the 13F portfolio, value $9,700,840.

    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 237,282 shares
    Change vs previous 13F +18,431 shares

    0.07% of the 13F portfolio, value $7,400,827.

    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 218,851 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,598,366.

    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).