Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: PMM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 58,938 PMM 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 58,938 shares
    Change vs previous 13F +19,998 shares

    <0.01% of the 13F portfolio, value $352,451.

    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 38,940 shares
    Change vs previous 13F -16,097 shares

    <0.01% of the 13F portfolio, value $238,703.

    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 55,037 shares
    Change vs previous 13F +14,099 shares

    <0.01% of the 13F portfolio, value $328,570.

    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 40,938 shares
    Change vs previous 13F +1,113 shares

    <0.01% of the 13F portfolio, value $266,505.

    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 39,825 shares
    Change vs previous 13F -14,540 shares

    <0.01% of the 13F portfolio, value $246,913.

    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 54,365 shares
    Change vs previous 13F +2,276 shares

    <0.01% of the 13F portfolio, value $325,644.

    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 52,089 shares
    Change vs previous 13F -6,330 shares

    <0.01% of the 13F portfolio, value $316,702.

    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 58,419 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $319,549.

    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).