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AVANTAX ADVISORY SERVICES, INC.: PSN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 26,128 PSN 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 26,128 shares
    Change vs previous 13F -177 shares

    0.01% of the 13F portfolio, value $1,875,207.

    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 26,305 shares
    Change vs previous 13F -2,330 shares

    0.01% of the 13F portfolio, value $1,557,519.

    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 28,635 shares
    Change vs previous 13F +1,794 shares

    0.02% of the 13F portfolio, value $2,641,579.

    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 26,841 shares
    Change vs previous 13F +420 shares

    0.02% of the 13F portfolio, value $2,782,875.

    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 26,421 shares
    Change vs previous 13F +3,424 shares

    0.02% of the 13F portfolio, value $2,161,502.

    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 22,997 shares
    Change vs previous 13F +509 shares

    0.02% of the 13F portfolio, value $1,907,601.

    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 22,488 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,410,222.

    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).