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Texas Permanent School Fund

SEC CIK
0001223779
Latest filing
Jul 23, 2026

AVTA holding history

Avantax, Inc. in every 13F filed by Texas Permanent School Fund, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVTA overviewAll 13F holders of AVTAFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of AVTA by Texas Permanent School Fund, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−31,220−100.0%Sold outHolders
Q3 202331,220$798.6K<0.1%−2,756−8.1%ReducedHolders
Q2 202333,976$760.4K<0.1%−1,727−4.8%ReducedHolders
Q1 202335,703$939.7K<0.1%+3,511+10.9%AddedHolders
Q4 202232,192$822.0K<0.1%−2,150−6.3%ReducedHolders
Q3 202234,342$664.0K<0.1%+20+0.1%AddedHolders
Q2 202234,322$634.0K<0.1%−218−0.6%ReducedHolders
Q1 202234,540$675.0K<0.1%−739−2.1%ReducedHolders
Q4 202135,279$611.0K<0.1%−725−2.0%ReducedHolders
Q3 202136,004$561.0K<0.1%−77−0.2%ReducedHolders
Q2 202136,081$625.0K<0.1%+29+0.1%AddedHolders
Q1 202136,052$600.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.