Skip to content
Disclosery

Avantax Planning Partners, Inc.: PGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on PGX, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 157,648 PGX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,648 shares
    Change vs previous 13F -8,805 shares

    0.04% of the 13F portfolio, value $1,708,904.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 166,453 shares
    Change vs previous 13F -3,840 shares

    0.05% of the 13F portfolio, value $1,811,009.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 170,293 shares
    Change vs previous 13F -4,449 shares

    0.05% of the 13F portfolio, value $1,914,092.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 174,742 shares
    Change vs previous 13F -35,816 shares

    0.06% of the 13F portfolio, value $2,027,005.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 210,558 shares
    Change vs previous 13F -46,842 shares

    0.07% of the 13F portfolio, value $2,343,508.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 257,400 shares
    Change vs previous 13F -3,198 shares

    0.1% of the 13F portfolio, value $2,888,023.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 260,598 shares
    Change vs previous 13F +3,543 shares

    0.11% of the 13F portfolio, value $3,004,698.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 257,055 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,174,630.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).