Avantax Planning Partners, Inc.: AES position timeline

Avantax Planning Partners, Inc. held 13,325 AES 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 13,325 shares

   Change vs previous 13F -66 shares

   <0.01% of the 13F portfolio, value $195,345.

   13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 13,391 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $188,679.

   13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 13,391 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $192,027.

   13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 13,391 shares

   Change vs previous 13F -2,060 shares

   0.01% of the 13F portfolio, value $176,226.

   13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 15,451 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $162,545.

   13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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