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AVANTAX ADVISORY SERVICES, INC.: PSLV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 46,238 PSLV 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 46,238 shares
    Change vs previous 13F +16,805 shares

    <0.01% of the 13F portfolio, value $565,947.

    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 29,433 shares
    Change vs previous 13F +8,598 shares

    <0.01% of the 13F portfolio, value $341,417.

    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 20,835 shares
    Change vs previous 13F +7,774 shares

    <0.01% of the 13F portfolio, value $201,058.

    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 13,061 shares
    Change vs previous 13F +1,335 shares

    <0.01% of the 13F portfolio, value $136,487.

    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 11,726 shares
    Change vs previous 13F +950 shares

    <0.01% of the 13F portfolio, value $116,439.

    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 10,776 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $89,333.

    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).