Avantax Planning Partners, Inc.: BKH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on BKH, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 20,071 BKH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 20,071 sharesChange vs previous 13F +49 shares
0.04% of the 13F portfolio, value $1,493,254.
13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,022 sharesChange vs previous 13F -5,795 shares
0.04% of the 13F portfolio, value $1,389,760.
13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,817 sharesChange vs previous 13F -3,376 shares
0.05% of the 13F portfolio, value $1,792,247.
13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,193 sharesChange vs previous 13F +43 shares
0.05% of the 13F portfolio, value $1,797,968.
13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,150 sharesChange vs previous 13F +42 shares
0.05% of the 13F portfolio, value $1,635,338.
13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,108 sharesChange vs previous 13F -3,706 shares
0.06% of the 13F portfolio, value $1,765,376.
13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,814 sharesChange vs previous 13F +143 shares
0.07% of the 13F portfolio, value $1,920,281.
13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,671 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,996,851.
13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).