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AVANTAX ADVISORY SERVICES, INC.: PG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 224,479 PG 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 224,479 shares
    Change vs previous 13F -23,900 shares

    0.2% of the 13F portfolio, value $35,763,988.

    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 248,379 shares
    Change vs previous 13F +10,507 shares

    0.26% of the 13F portfolio, value $42,328,665.

    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 237,872 shares
    Change vs previous 13F +18,772 shares

    0.25% of the 13F portfolio, value $39,879,173.

    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 219,100 shares
    Change vs previous 13F +12,809 shares

    0.25% of the 13F portfolio, value $37,948,060.

    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 206,291 shares
    Change vs previous 13F +37,040 shares

    0.24% of the 13F portfolio, value $34,021,567.

    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 169,251 shares
    Change vs previous 13F +7,465 shares

    0.24% of the 13F portfolio, value $27,460,969.

    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 161,786 shares
    Change vs previous 13F +8,099 shares

    0.24% of the 13F portfolio, value $23,708,145.

    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 153,687 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $22,416,830.

    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).