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AVANTAX ADVISORY SERVICES, INC.: PRFZ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 543,852 PRFZ 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 543,852 shares
    Change vs previous 13F +37,931 shares

    0.12% of the 13F portfolio, value $22,118,469.

    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 505,921 shares
    Change vs previous 13F +95,537 shares

    0.12% of the 13F portfolio, value $19,154,157.

    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 410,384 shares
    Change vs previous 13F +38,202 shares

    0.11% of the 13F portfolio, value $17,076,085.

    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 372,182 shares
    Change vs previous 13F +45,278 shares

    0.1% of the 13F portfolio, value $15,464,163.

    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 326,904 shares
    Change vs previous 13F +33,399 shares

    0.09% of the 13F portfolio, value $12,468,118.

    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 293,505 shares
    Change vs previous 13F +26,356 shares

    0.1% of the 13F portfolio, value $11,528,861.

    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 267,149 shares
    Change vs previous 13F +50,440 shares

    0.1% of the 13F portfolio, value $10,015,408.

    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 216,709 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,149,218.

    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).