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Avantax Planning Partners, Inc.: BLK position timeline

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

Avantax Planning Partners, Inc. held 1,507 BLK 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 1,507 shares
    Change vs previous 13F -177 shares

    0.04% of the 13F portfolio, value $1,449,410.

    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 1,684 shares
    Change vs previous 13F -4,164 shares

    0.04% of the 13F portfolio, value $1,619,252.

    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 5,848 shares
    Change vs previous 13F +22 shares

    0.18% of the 13F portfolio, value $6,259,082.

    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 5,826 shares
    Change vs previous 13F -283 shares

    0.19% of the 13F portfolio, value $6,792,502.

    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 6,109 shares
    Change vs previous 13F +86 shares

    0.2% of the 13F portfolio, value $6,409,346.

    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 6,023 shares
    Change vs previous 13F +14 shares

    0.2% of the 13F portfolio, value $5,701,077.

    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 6,009 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,159,536.

    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).