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AVANTAX ADVISORY SERVICES, INC.: PHK position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 139,136 PHK 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 139,136 shares
    Change vs previous 13F +41,754 shares

    <0.01% of the 13F portfolio, value $667,851.

    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 97,382 shares
    Change vs previous 13F +9,264 shares

    <0.01% of the 13F portfolio, value $476,198.

    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 88,118 shares
    Change vs previous 13F +37,574 shares

    <0.01% of the 13F portfolio, value $428,253.

    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 50,544 shares
    Change vs previous 13F +8,345 shares

    <0.01% of the 13F portfolio, value $252,719.

    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 42,199 shares
    Change vs previous 13F +28,148 shares

    <0.01% of the 13F portfolio, value $203,399.

    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 14,051 shares
    Change vs previous 13F +2,500 shares

    <0.01% of the 13F portfolio, value $69,412.

    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 11,551 shares
    Change vs previous 13F -300,136 shares

    <0.01% of the 13F portfolio, value $57,639.

    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 311,687 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,377,655.

    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).