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AVANTAX ADVISORY SERVICES, INC.: PJAN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 25,880 PJAN 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 25,880 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $1,140,014.

    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 25,995 shares
    Change vs previous 13F +2,149 shares

    0.01% of the 13F portfolio, value $1,078,013.

    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 23,846 shares
    Change vs previous 13F +2,130 shares

    0.01% of the 13F portfolio, value $1,007,494.

    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 21,716 shares
    Change vs previous 13F -1,641 shares

    0.01% of the 13F portfolio, value $897,305.

    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 23,357 shares
    Change vs previous 13F -2,476 shares

    0.01% of the 13F portfolio, value $939,652.

    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 25,833 shares
    Change vs previous 13F +6,963 shares

    0.01% of the 13F portfolio, value $1,010,329.

    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 18,870 shares
    Change vs previous 13F -27,602 shares

    0.01% of the 13F portfolio, value $702,719.

    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 46,472 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,617,049.

    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).