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Avantax Planning Partners, Inc.: AVUV position timeline

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

Avantax Planning Partners, Inc. held 864,456 AVUV 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 864,456 shares
    Change vs previous 13F +1,890 shares

    2.68% of the 13F portfolio, value $107,849,556.

    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 862,566 shares
    Change vs previous 13F +3,795 shares

    2.62% of the 13F portfolio, value $95,287,720.

    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 858,771 shares
    Change vs previous 13F +27,047 shares

    2.45% of the 13F portfolio, value $87,577,489.

    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 831,724 shares
    Change vs previous 13F +34,131 shares

    2.37% of the 13F portfolio, value $82,781,516.

    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 797,593 shares
    Change vs previous 13F -20,002 shares

    2.31% of the 13F portfolio, value $72,660,681.

    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 817,595 shares
    Change vs previous 13F -42,773 shares

    2.52% of the 13F portfolio, value $71,269,728.

    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 860,368 shares
    Change vs previous 13F +11,684 shares

    2.99% of the 13F portfolio, value $83,051,362.

    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 848,684 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $81,431,255.

    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).