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AVANTAX ADVISORY SERVICES, INC.: PSFF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 134,683 PSFF 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 134,683 shares
    Change vs previous 13F +17,889 shares

    0.02% of the 13F portfolio, value $4,105,129.

    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 116,794 shares
    Change vs previous 13F -2,139 shares

    0.02% of the 13F portfolio, value $3,334,461.

    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 118,933 shares
    Change vs previous 13F +21,878 shares

    0.02% of the 13F portfolio, value $3,483,539.

    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 97,055 shares
    Change vs previous 13F +33,694 shares

    0.02% of the 13F portfolio, value $2,789,353.

    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 63,361 shares
    Change vs previous 13F +10,391 shares

    0.01% of the 13F portfolio, value $1,760,794.

    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 52,970 shares
    Change vs previous 13F -22,747 shares

    0.01% of the 13F portfolio, value $1,430,712.

    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 75,717 shares
    Change vs previous 13F +3,929 shares

    0.02% of the 13F portfolio, value $1,959,549.

    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 71,788 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,735,827.

    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).