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Avantax Planning Partners, Inc.: AVGO position timeline

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

Avantax Planning Partners, Inc. held 44,787 AVGO 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 44,787 shares
    Change vs previous 13F -1,124 shares

    0.42% of the 13F portfolio, value $16,918,394.

    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 45,911 shares
    Change vs previous 13F -1,057 shares

    0.39% of the 13F portfolio, value $14,210,064.

    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 46,968 shares
    Change vs previous 13F -478 shares

    0.45% of the 13F portfolio, value $16,255,552.

    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 47,446 shares
    Change vs previous 13F -5,742 shares

    0.45% of the 13F portfolio, value $15,652,944.

    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 53,188 shares
    Change vs previous 13F +664 shares

    0.47% of the 13F portfolio, value $14,661,331.

    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 52,524 shares
    Change vs previous 13F -2,828 shares

    0.31% of the 13F portfolio, value $8,794,046.

    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 55,352 shares
    Change vs previous 13F +1,387 shares

    0.46% of the 13F portfolio, value $12,832,766.

    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 53,965 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,309,018.

    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).