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Avantax Planning Partners, Inc.: AGG position timeline

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

Avantax Planning Partners, Inc. held 75,355 AGG 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 75,355 shares
    Change vs previous 13F -895 shares

    0.19% of the 13F portfolio, value $7,458,638.

    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 76,250 shares
    Change vs previous 13F -4,720 shares

    0.21% of the 13F portfolio, value $7,569,338.

    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 80,970 shares
    Change vs previous 13F -3,843 shares

    0.23% of the 13F portfolio, value $8,087,284.

    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 84,813 shares
    Change vs previous 13F -5,572 shares

    0.24% of the 13F portfolio, value $8,502,523.

    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 90,385 shares
    Change vs previous 13F -2,153 shares

    0.28% of the 13F portfolio, value $8,966,156.

    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 92,538 shares
    Change vs previous 13F -9,859 shares

    0.32% of the 13F portfolio, value $9,153,869.

    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 102,397 shares
    Change vs previous 13F -6,167 shares

    0.36% of the 13F portfolio, value $9,922,245.

    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 108,564 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $10,994,257.

    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).