Avantax Planning Partners, Inc.: AMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on AMD, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 10,701 AMD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 10,701 sharesChange vs previous 13F -511 shares
0.15% of the 13F portfolio, value $6,216,054.
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 11,212 sharesChange vs previous 13F -845 shares
0.06% of the 13F portfolio, value $2,280,949.
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 12,057 sharesChange vs previous 13F -82 shares
0.07% of the 13F portfolio, value $2,582,224.
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 12,139 sharesChange vs previous 13F -437 shares
0.06% of the 13F portfolio, value $1,964,042.
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 12,576 sharesChange vs previous 13F +1,112 shares
0.06% of the 13F portfolio, value $1,784,598.
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 11,464 sharesChange vs previous 13F +2,089 shares
0.04% of the 13F portfolio, value $1,177,858.
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 9,375 sharesChange vs previous 13F +1,827 shares
0.04% of the 13F portfolio, value $1,132,461.
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 7,548 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,238,550.
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).