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AVANTAX ADVISORY SERVICES, INC.: PSX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 95,431 PSX 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 95,431 shares
    Change vs previous 13F +1,346 shares

    0.06% of the 13F portfolio, value $11,384,906.

    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 94,085 shares
    Change vs previous 13F +4,802 shares

    0.07% of the 13F portfolio, value $11,617,633.

    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 89,283 shares
    Change vs previous 13F -2,543 shares

    0.06% of the 13F portfolio, value $10,172,054.

    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 91,826 shares
    Change vs previous 13F +13,145 shares

    0.08% of the 13F portfolio, value $12,070,571.

    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 78,681 shares
    Change vs previous 13F +34,258 shares

    0.08% of the 13F portfolio, value $11,107,327.

    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 44,423 shares
    Change vs previous 13F +5,512 shares

    0.06% of the 13F portfolio, value $7,256,039.

    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 38,911 shares
    Change vs previous 13F -7,129 shares

    0.05% of the 13F portfolio, value $5,180,546.

    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 46,040 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,531,683.

    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).