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AVANTAX ADVISORY SERVICES, INC.: PGX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 29,388 PGX 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 29,388 shares
    Change vs previous 13F -7,143 shares

    <0.01% of the 13F portfolio, value $327,092.

    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 36,531 shares
    Change vs previous 13F +1,345 shares

    <0.01% of the 13F portfolio, value $409,883.

    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 35,186 shares
    Change vs previous 13F -1,052 shares

    <0.01% of the 13F portfolio, value $405,700.

    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 36,238 shares
    Change vs previous 13F -63,263 shares

    <0.01% of the 13F portfolio, value $447,537.

    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 99,501 shares
    Change vs previous 13F -10,467 shares

    0.01% of the 13F portfolio, value $1,149,241.

    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 109,968 shares
    Change vs previous 13F +2,490 shares

    0.01% of the 13F portfolio, value $1,306,422.

    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 107,478 shares
    Change vs previous 13F +6,019 shares

    0.01% of the 13F portfolio, value $1,232,774.

    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 101,459 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,110,980.

    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).