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AVANTAX ADVISORY SERVICES, INC.: PFLD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 116,691 PFLD 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 116,691 shares
    Change vs previous 13F -9,552 shares

    0.01% of the 13F portfolio, value $2,288,303.

    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 126,243 shares
    Change vs previous 13F +1,773 shares

    0.02% of the 13F portfolio, value $2,550,117.

    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 124,470 shares
    Change vs previous 13F +32,137 shares

    0.02% of the 13F portfolio, value $2,559,095.

    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 92,333 shares
    Change vs previous 13F -9,918 shares

    0.01% of the 13F portfolio, value $1,955,614.

    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 102,251 shares
    Change vs previous 13F -2,433 shares

    0.02% of the 13F portfolio, value $2,149,314.

    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 104,684 shares
    Change vs previous 13F +2,041 shares

    0.02% of the 13F portfolio, value $2,214,072.

    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 102,643 shares
    Change vs previous 13F -1,677 shares

    0.02% of the 13F portfolio, value $2,144,203.

    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 104,320 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,169,854.

    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).