Skip to content
Disclosery

Avantax Planning Partners, Inc.: BND position timeline

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

Avantax Planning Partners, Inc. held 58,857 BND 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 58,857 shares
    Change vs previous 13F -1,049 shares

    0.11% of the 13F portfolio, value $4,320,692.

    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 59,906 shares
    Change vs previous 13F +21,992 shares

    0.12% of the 13F portfolio, value $4,411,478.

    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 37,914 shares
    Change vs previous 13F -767 shares

    0.08% of the 13F portfolio, value $2,808,315.

    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 38,681 shares
    Change vs previous 13F -102 shares

    0.08% of the 13F portfolio, value $2,876,706.

    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 38,783 shares
    Change vs previous 13F +6,200 shares

    0.09% of the 13F portfolio, value $2,855,592.

    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 32,583 shares
    Change vs previous 13F +13,638 shares

    0.08% of the 13F portfolio, value $2,393,221.

    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 18,945 shares
    Change vs previous 13F +3,133 shares

    0.05% of the 13F portfolio, value $1,362,335.

    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 15,812 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,187,674.

    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).