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Avantax Planning Partners, Inc.: AVGE position timeline

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

Avantax Planning Partners, Inc. held 14,459 AVGE 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 14,459 shares
    Change vs previous 13F +1,703 shares

    0.04% of the 13F portfolio, value $1,432,869.

    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 12,756 shares
    Change vs previous 13F +55 shares

    0.03% of the 13F portfolio, value $1,122,783.

    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 12,701 shares
    Change vs previous 13F +2,335 shares

    0.03% of the 13F portfolio, value $1,091,143.

    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 10,366 shares
    Change vs previous 13F +1,913 shares

    0.02% of the 13F portfolio, value $864,628.

    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 8,453 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $654,938.

    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 8,398 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $597,854.

    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).