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AVANTAX ADVISORY SERVICES, INC.: PLTR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 398,700 PLTR 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 398,700 shares
    Change vs previous 13F +74,611 shares

    0.3% of the 13F portfolio, value $54,350,777.

    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 324,089 shares
    Change vs previous 13F +29,528 shares

    0.17% of the 13F portfolio, value $27,353,137.

    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 294,561 shares
    Change vs previous 13F +58,841 shares

    0.14% of the 13F portfolio, value $22,277,648.

    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 235,720 shares
    Change vs previous 13F -6,077 shares

    0.06% of the 13F portfolio, value $8,768,799.

    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 241,797 shares
    Change vs previous 13F +74,829 shares

    0.04% of the 13F portfolio, value $6,124,718.

    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 166,968 shares
    Change vs previous 13F +24,039 shares

    0.03% of the 13F portfolio, value $3,841,934.

    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 142,929 shares
    Change vs previous 13F +31,570 shares

    0.02% of the 13F portfolio, value $2,454,091.

    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 111,359 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,781,744.

    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).