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AVANTAX ADVISORY SERVICES, INC.: PLD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 54,855 PLD 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 54,855 shares
    Change vs previous 13F +2,137 shares

    0.03% of the 13F portfolio, value $5,766,351.

    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 52,718 shares
    Change vs previous 13F +8,127 shares

    0.04% of the 13F portfolio, value $5,893,301.

    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 44,591 shares
    Change vs previous 13F -9,995 shares

    0.03% of the 13F portfolio, value $4,713,227.

    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 54,586 shares
    Change vs previous 13F +1,854 shares

    0.05% of the 13F portfolio, value $6,893,159.

    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 52,732 shares
    Change vs previous 13F +40,260 shares

    0.04% of the 13F portfolio, value $5,922,290.

    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 12,472 shares
    Change vs previous 13F -22 shares

    0.01% of the 13F portfolio, value $1,624,079.

    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 12,494 shares
    Change vs previous 13F -4,559 shares

    0.02% of the 13F portfolio, value $1,665,398.

    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 17,053 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,913,495.

    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).