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AVANTAX ADVISORY SERVICES, INC.: PTNQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 270,924 PTNQ 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 270,924 shares
    Change vs previous 13F +71,962 shares

    0.11% of the 13F portfolio, value $19,335,825.

    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 198,962 shares
    Change vs previous 13F +5,244 shares

    0.09% of the 13F portfolio, value $14,128,282.

    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 193,718 shares
    Change vs previous 13F +19,493 shares

    0.09% of the 13F portfolio, value $14,339,034.

    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 174,225 shares
    Change vs previous 13F +23,134 shares

    0.08% of the 13F portfolio, value $12,775,951.

    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 151,091 shares
    Change vs previous 13F +19,517 shares

    0.08% of the 13F portfolio, value $10,892,158.

    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 131,574 shares
    Change vs previous 13F +14,874 shares

    0.08% of the 13F portfolio, value $9,036,514.

    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 116,700 shares
    Change vs previous 13F +100,707 shares

    0.08% of the 13F portfolio, value $7,623,990.

    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 15,993 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $982,591.

    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).