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AVANTAX ADVISORY SERVICES, INC.: PPA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 5,239 PPA 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 5,239 shares
    Change vs previous 13F +2,424 shares

    <0.01% of the 13F portfolio, value $742,337.

    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 2,815 shares
    Change vs previous 13F +367 shares

    <0.01% of the 13F portfolio, value $328,109.

    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 2,448 shares
    Change vs previous 13F -1,481 shares

    <0.01% of the 13F portfolio, value $280,829.

    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 3,929 shares
    Change vs previous 13F -43,455 shares

    <0.01% of the 13F portfolio, value $451,710.

    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 47,384 shares
    Change vs previous 13F +4,927 shares

    0.03% of the 13F portfolio, value $4,867,280.

    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 42,457 shares
    Change vs previous 13F +4,515 shares

    0.04% of the 13F portfolio, value $4,312,310.

    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 37,942 shares
    Change vs previous 13F +17,047 shares

    0.03% of the 13F portfolio, value $3,496,769.

    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 20,895 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,667,436.

    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).