Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: PWR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 16,793 PWR 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 16,793 shares
    Change vs previous 13F +682 shares

    0.03% of the 13F portfolio, value $6,349,165.

    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 16,111 shares
    Change vs previous 13F +1,105 shares

    0.02% of the 13F portfolio, value $4,095,062.

    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 15,006 shares
    Change vs previous 13F +2,593 shares

    0.03% of the 13F portfolio, value $4,742,672.

    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 12,413 shares
    Change vs previous 13F -1,117 shares

    0.02% of the 13F portfolio, value $3,700,822.

    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 13,530 shares
    Change vs previous 13F +11,129 shares

    0.02% of the 13F portfolio, value $3,437,940.

    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 2,401 shares
    Change vs previous 13F -2,881 shares

    0.01% of the 13F portfolio, value $623,795.

    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 5,282 shares
    Change vs previous 13F +260 shares

    0.01% of the 13F portfolio, value $1,139,913.

    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 5,022 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $939,513.

    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).