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AVANTAX ADVISORY SERVICES, INC.: PXH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 80,754 PXH 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 80,754 shares
    Change vs previous 13F -2,910 shares

    0.01% of the 13F portfolio, value $1,888,837.

    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 83,664 shares
    Change vs previous 13F +16,075 shares

    0.01% of the 13F portfolio, value $1,818,847.

    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 67,589 shares
    Change vs previous 13F +4,773 shares

    0.01% of the 13F portfolio, value $1,384,232.

    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 62,816 shares
    Change vs previous 13F -18,666 shares

    0.01% of the 13F portfolio, value $1,378,816.

    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 81,482 shares
    Change vs previous 13F -219,082 shares

    0.01% of the 13F portfolio, value $1,650,018.

    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 300,564 shares
    Change vs previous 13F -299,407 shares

    0.05% of the 13F portfolio, value $5,848,966.

    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 599,971 shares
    Change vs previous 13F -34,967 shares

    0.11% of the 13F portfolio, value $11,459,435.

    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 634,938 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,314,601.

    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).