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AVANTAX ADVISORY SERVICES, INC.: PTBD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 54,378 PTBD 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 54,378 shares
    Change vs previous 13F -2,523 shares

    0.01% of the 13F portfolio, value $1,073,959.

    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 56,901 shares
    Change vs previous 13F +6,248 shares

    0.01% of the 13F portfolio, value $1,141,426.

    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 50,653 shares
    Change vs previous 13F -7,780 shares

    0.01% of the 13F portfolio, value $1,013,058.

    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 58,433 shares
    Change vs previous 13F -1,461 shares

    0.01% of the 13F portfolio, value $1,205,473.

    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 59,894 shares
    Change vs previous 13F -108,291 shares

    0.01% of the 13F portfolio, value $1,203,867.

    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 168,185 shares
    Change vs previous 13F -648 shares

    0.03% of the 13F portfolio, value $3,430,141.

    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 168,833 shares
    Change vs previous 13F +90,517 shares

    0.03% of the 13F portfolio, value $3,456,013.

    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 78,316 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,526,369.

    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).