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Avantax Planning Partners, Inc.: ABT position timeline

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

Avantax Planning Partners, Inc. held 17,205 ABT 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 17,205 shares
    Change vs previous 13F -773 shares

    0.04% of the 13F portfolio, value $1,561,157.

    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 17,978 shares
    Change vs previous 13F -1,286 shares

    0.05% of the 13F portfolio, value $1,845,804.

    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 19,264 shares
    Change vs previous 13F -4,667 shares

    0.07% of the 13F portfolio, value $2,413,648.

    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 23,931 shares
    Change vs previous 13F +130 shares

    0.09% of the 13F portfolio, value $3,205,327.

    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 23,801 shares
    Change vs previous 13F -37 shares

    0.1% of the 13F portfolio, value $3,237,126.

    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 23,838 shares
    Change vs previous 13F -1,137 shares

    0.11% of the 13F portfolio, value $3,162,142.

    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 24,975 shares
    Change vs previous 13F +621 shares

    0.1% of the 13F portfolio, value $2,824,901.

    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 24,354 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,776,642.

    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).