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AVANTAX ADVISORY SERVICES, INC.: PTMC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 173,212 PTMC 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 173,212 shares
    Change vs previous 13F +37,741 shares

    0.03% of the 13F portfolio, value $6,041,634.

    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 135,471 shares
    Change vs previous 13F +8,052 shares

    0.03% of the 13F portfolio, value $4,687,293.

    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 127,419 shares
    Change vs previous 13F +6,096 shares

    0.03% of the 13F portfolio, value $4,700,489.

    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 121,323 shares
    Change vs previous 13F -16,939 shares

    0.03% of the 13F portfolio, value $4,503,526.

    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 138,262 shares
    Change vs previous 13F -43,834 shares

    0.03% of the 13F portfolio, value $4,810,838.

    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 182,096 shares
    Change vs previous 13F +273 shares

    0.06% of the 13F portfolio, value $6,560,918.

    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 181,823 shares
    Change vs previous 13F +161,359 shares

    0.06% of the 13F portfolio, value $5,974,704.

    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 20,464 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $645,639.

    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).