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Avantax Planning Partners, Inc.: AAPL position timeline

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

Avantax Planning Partners, Inc. held 146,753 AAPL 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 146,753 shares
    Change vs previous 13F -922 shares

    1.06% of the 13F portfolio, value $42,464,369.

    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 147,675 shares
    Change vs previous 13F +615 shares

    1.03% of the 13F portfolio, value $37,478,516.

    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 147,060 shares
    Change vs previous 13F -1,089 shares

    1.12% of the 13F portfolio, value $39,979,810.

    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 148,149 shares
    Change vs previous 13F +10,325 shares

    1.08% of the 13F portfolio, value $37,723,075.

    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 137,824 shares
    Change vs previous 13F +2,336 shares

    0.9% of the 13F portfolio, value $28,277,398.

    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 135,488 shares
    Change vs previous 13F -23,144 shares

    1.07% of the 13F portfolio, value $30,096,058.

    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 158,632 shares
    Change vs previous 13F -14,608 shares

    1.43% of the 13F portfolio, value $39,724,623.

    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 173,240 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $40,364,976.

    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).