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AVANTAX ADVISORY SERVICES, INC.: PM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 111,741 PM 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 111,741 shares
    Change vs previous 13F +10,980 shares

    0.11% of the 13F portfolio, value $20,351,340.

    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 100,761 shares
    Change vs previous 13F +7,046 shares

    0.1% of the 13F portfolio, value $15,993,864.

    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 93,715 shares
    Change vs previous 13F +4,240 shares

    0.07% of the 13F portfolio, value $11,278,607.

    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 89,475 shares
    Change vs previous 13F -3,741 shares

    0.07% of the 13F portfolio, value $10,862,315.

    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 93,216 shares
    Change vs previous 13F +44,110 shares

    0.07% of the 13F portfolio, value $9,445,614.

    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 49,106 shares
    Change vs previous 13F -6,345 shares

    0.04% of the 13F portfolio, value $4,499,130.

    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 55,451 shares
    Change vs previous 13F +2,656 shares

    0.05% of the 13F portfolio, value $5,216,849.

    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 52,795 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,887,717.

    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).