Avantax Planning Partners, Inc.: ADM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on ADM, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 18,749 ADM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 18,749 sharesChange vs previous 13F -11 shares
0.04% of the 13F portfolio, value $1,432,402.
13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,760 sharesChange vs previous 13F -14,124 shares
0.04% of the 13F portfolio, value $1,363,641.
13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,884 sharesChange vs previous 13F -1,870 shares
0.05% of the 13F portfolio, value $1,890,479.
13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,754 sharesChange vs previous 13F -3,442 shares
0.06% of the 13F portfolio, value $2,076,219.
13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 38,196 sharesChange vs previous 13F -2,573 shares
0.06% of the 13F portfolio, value $2,016,007.
13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,769 sharesChange vs previous 13F -2,817 shares
0.07% of the 13F portfolio, value $1,957,316.
13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,586 sharesChange vs previous 13F -2,813 shares
0.08% of the 13F portfolio, value $2,201,958.
13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 46,399 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $2,771,878.
13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).