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AVANTAX ADVISORY SERVICES, INC.: PSEP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 49,467 PSEP 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 49,467 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $2,022,706.

    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 49,394 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,897,224.

    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 49,394 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $1,930,579.

    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 48,394 shares
    Change vs previous 13F +2,576 shares

    0.01% of the 13F portfolio, value $1,864,621.

    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 45,818 shares
    Change vs previous 13F -340 shares

    0.01% of the 13F portfolio, value $1,716,800.

    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 46,158 shares
    Change vs previous 13F -2,289 shares

    0.01% of the 13F portfolio, value $1,684,767.

    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 48,447 shares
    Change vs previous 13F -21,700 shares

    0.02% of the 13F portfolio, value $1,684,134.

    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 70,147 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,272,763.

    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).