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AVANTAX ADVISORY SERVICES, INC.: PSEC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 68,490 PSEC 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 68,490 shares
    Change vs previous 13F +8,138 shares

    <0.01% of the 13F portfolio, value $217,798.

    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 60,352 shares
    Change vs previous 13F +17,546 shares

    <0.01% of the 13F portfolio, value $247,443.

    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 42,806 shares
    Change vs previous 13F -1,085 shares

    <0.01% of the 13F portfolio, value $184,495.

    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 43,891 shares
    Change vs previous 13F -19,187 shares

    <0.01% of the 13F portfolio, value $234,819.

    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 63,078 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $348,823.

    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 63,037 shares
    Change vs previous 13F +22,165 shares

    <0.01% of the 13F portfolio, value $347,966.

    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 40,872 shares
    Change vs previous 13F -5,460 shares

    <0.01% of the 13F portfolio, value $244,822.

    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 46,332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $280,311.

    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).