Avantax Planning Partners, Inc.: AMGN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on AMGN, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 28,579 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 28,579 sharesChange vs previous 13F -38 shares
0.26% of the 13F portfolio, value $10,349,076.
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 28,617 sharesChange vs previous 13F -2,398 shares
0.28% of the 13F portfolio, value $10,068,867.
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 31,015 sharesChange vs previous 13F +532 shares
0.28% of the 13F portfolio, value $10,151,376.
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 30,483 sharesChange vs previous 13F +1,336 shares
0.25% of the 13F portfolio, value $8,602,162.
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 29,147 sharesChange vs previous 13F +2,488 shares
0.26% of the 13F portfolio, value $8,138,141.
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 26,659 sharesChange vs previous 13F +255 shares
0.29% of the 13F portfolio, value $8,305,522.
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 26,404 sharesChange vs previous 13F +702 shares
0.25% of the 13F portfolio, value $6,881,939.
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 25,702 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $8,281,520.
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).