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AVANTAX ADVISORY SERVICES, INC.: PTLC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 466,086 PTLC 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 466,086 shares
    Change vs previous 13F +109,889 shares

    0.13% of the 13F portfolio, value $23,658,535.

    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 356,197 shares
    Change vs previous 13F +33,332 shares

    0.11% of the 13F portfolio, value $18,326,322.

    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 322,865 shares
    Change vs previous 13F +31,320 shares

    0.11% of the 13F portfolio, value $17,253,897.

    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 291,545 shares
    Change vs previous 13F +24,537 shares

    0.1% of the 13F portfolio, value $15,320,668.

    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 267,008 shares
    Change vs previous 13F +16,907 shares

    0.09% of the 13F portfolio, value $13,286,293.

    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 250,101 shares
    Change vs previous 13F +12,954 shares

    0.11% of the 13F portfolio, value $11,934,838.

    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 237,147 shares
    Change vs previous 13F +142,241 shares

    0.1% of the 13F portfolio, value $10,261,362.

    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 94,906 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,792,459.

    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).