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Avantax Planning Partners, Inc.: AVEM position timeline

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

Avantax Planning Partners, Inc. held 1,065,277 AVEM 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 1,065,277 shares
    Change vs previous 13F -11,660 shares

    2.56% of the 13F portfolio, value $102,788,597.

    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 1,076,937 shares
    Change vs previous 13F -31,962 shares

    2.38% of the 13F portfolio, value $86,779,578.

    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 1,108,899 shares
    Change vs previous 13F +58,273 shares

    2.39% of the 13F portfolio, value $85,407,429.

    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 1,050,626 shares
    Change vs previous 13F +505,850 shares

    2.26% of the 13F portfolio, value $78,912,524.

    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 544,776 shares
    Change vs previous 13F +91,998 shares

    1.18% of the 13F portfolio, value $37,338,952.

    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 452,778 shares
    Change vs previous 13F -1,098 shares

    0.96% of the 13F portfolio, value $27,243,680.

    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 453,876 shares
    Change vs previous 13F +62,320 shares

    0.96% of the 13F portfolio, value $26,683,397.

    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 391,556 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $25,294,518.

    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).