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AVANTAX ADVISORY SERVICES, INC.: PFM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 32,700 PFM 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 32,700 shares
    Change vs previous 13F -5,931 shares

    0.01% of the 13F portfolio, value $1,575,143.

    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 38,631 shares
    Change vs previous 13F +1,093 shares

    0.01% of the 13F portfolio, value $1,768,527.

    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 37,538 shares
    Change vs previous 13F +1,296 shares

    0.01% of the 13F portfolio, value $1,721,470.

    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 36,242 shares
    Change vs previous 13F +320 shares

    0.01% of the 13F portfolio, value $1,687,055.

    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 35,922 shares
    Change vs previous 13F +1,300 shares

    0.01% of the 13F portfolio, value $1,532,792.

    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 34,622 shares
    Change vs previous 13F +5,398 shares

    0.01% of the 13F portfolio, value $1,473,875.

    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 29,224 shares
    Change vs previous 13F -39,497 shares

    0.01% of the 13F portfolio, value $1,165,753.

    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 68,721 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,510,363.

    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).