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AVANTAX ADVISORY SERVICES, INC.: PIE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 11,061 PIE 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 11,061 shares
    Change vs previous 13F -28,607 shares

    <0.01% of the 13F portfolio, value $231,610.

    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 39,668 shares
    Change vs previous 13F -18,501 shares

    <0.01% of the 13F portfolio, value $721,166.

    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 58,169 shares
    Change vs previous 13F -4,483 shares

    0.01% of the 13F portfolio, value $1,118,002.

    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 62,652 shares
    Change vs previous 13F -756 shares

    0.01% of the 13F portfolio, value $1,291,876.

    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 63,408 shares
    Change vs previous 13F -10,559 shares

    0.01% of the 13F portfolio, value $1,353,643.

    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 73,967 shares
    Change vs previous 13F -47,009 shares

    0.01% of the 13F portfolio, value $1,540,734.

    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 120,976 shares
    Change vs previous 13F -47,062 shares

    0.02% of the 13F portfolio, value $2,382,020.

    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 168,038 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,117,110.

    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).