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AVANTAX ADVISORY SERVICES, INC.: PFFD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 37,601 PFFD 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 37,601 shares
    Change vs previous 13F +2,440 shares

    <0.01% of the 13F portfolio, value $708,036.

    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 35,161 shares
    Change vs previous 13F +1,825 shares

    <0.01% of the 13F portfolio, value $669,465.

    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 33,336 shares
    Change vs previous 13F +123 shares

    <0.01% of the 13F portfolio, value $650,379.

    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 33,213 shares
    Change vs previous 13F -5,955 shares

    <0.01% of the 13F portfolio, value $690,161.

    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 39,168 shares
    Change vs previous 13F -6,497 shares

    0.01% of the 13F portfolio, value $770,833.

    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 45,665 shares
    Change vs previous 13F -8,388 shares

    0.01% of the 13F portfolio, value $920,607.

    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 54,053 shares
    Change vs previous 13F +3,589 shares

    0.01% of the 13F portfolio, value $1,048,621.

    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 50,464 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $949,235.

    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).