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Avantax Planning Partners, Inc.: BIV position timeline

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

Avantax Planning Partners, Inc. held 110,820 BIV 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 110,820 shares
    Change vs previous 13F -2,114 shares

    0.21% of the 13F portfolio, value $8,499,894.

    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 112,934 shares
    Change vs previous 13F +5,786 shares

    0.24% of the 13F portfolio, value $8,716,246.

    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 107,148 shares
    Change vs previous 13F -3,475 shares

    0.23% of the 13F portfolio, value $8,344,686.

    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 110,623 shares
    Change vs previous 13F -5,138 shares

    0.25% of the 13F portfolio, value $8,638,550.

    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 115,761 shares
    Change vs previous 13F -3,281 shares

    0.28% of the 13F portfolio, value $8,952,956.

    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 119,042 shares
    Change vs previous 13F +6,735 shares

    0.32% of the 13F portfolio, value $9,115,046.

    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 112,307 shares
    Change vs previous 13F -3,212 shares

    0.3% of the 13F portfolio, value $8,392,702.

    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 115,519 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $9,053,224.

    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).