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AVANTAX ADVISORY SERVICES, INC.: PULS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 863,066 PULS 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 863,066 shares
    Change vs previous 13F +71,398 shares

    0.24% of the 13F portfolio, value $42,946,151.

    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 791,668 shares
    Change vs previous 13F +213,709 shares

    0.24% of the 13F portfolio, value $39,369,634.

    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 577,959 shares
    Change vs previous 13F +58,460 shares

    0.18% of the 13F portfolio, value $28,637,872.

    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 519,499 shares
    Change vs previous 13F +386,369 shares

    0.17% of the 13F portfolio, value $25,860,673.

    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 133,130 shares
    Change vs previous 13F +99,325 shares

    0.05% of the 13F portfolio, value $6,616,582.

    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 33,805 shares
    Change vs previous 13F +20,441 shares

    0.01% of the 13F portfolio, value $1,680,124.

    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 13,364 shares
    Change vs previous 13F -2,499 shares

    0.01% of the 13F portfolio, value $660,053.

    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 15,863 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $785,063.

    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).