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AVANTAX ADVISORY SERVICES, INC.: PTIN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 79,453 PTIN 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 79,453 shares
    Change vs previous 13F +7,721 shares

    0.01% of the 13F portfolio, value $2,304,939.

    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 71,732 shares
    Change vs previous 13F +2,784 shares

    0.01% of the 13F portfolio, value $2,103,189.

    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 68,948 shares
    Change vs previous 13F +21,586 shares

    0.01% of the 13F portfolio, value $1,913,304.

    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 47,362 shares
    Change vs previous 13F +11,212 shares

    0.01% of the 13F portfolio, value $1,464,429.

    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 36,150 shares
    Change vs previous 13F +4,898 shares

    0.01% of the 13F portfolio, value $1,045,454.

    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 31,252 shares
    Change vs previous 13F +9,819 shares

    0.01% of the 13F portfolio, value $908,492.

    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 21,433 shares
    Change vs previous 13F +11,558 shares

    0.01% of the 13F portfolio, value $590,703.

    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 9,875 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $257,450.

    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).