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AVANTAX ADVISORY SERVICES, INC.: PTRB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 29,003 PTRB 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 29,003 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $1,213,181.

    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 28,678 shares
    Change vs previous 13F +324 shares

    0.01% of the 13F portfolio, value $1,197,025.

    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 28,354 shares
    Change vs previous 13F +14,346 shares

    0.01% of the 13F portfolio, value $1,161,384.

    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 14,008 shares
    Change vs previous 13F +1,760 shares

    <0.01% of the 13F portfolio, value $600,400.

    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 12,248 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $505,120.

    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).