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Avantax Planning Partners, Inc.: BPRE position timeline

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

Avantax Planning Partners, Inc. held 324,687 BPRE 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 324,687 shares
    Change vs previous 13F -19,780 shares

    0.11% of the 13F portfolio, value $4,224,178.

    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 344,467 shares
    Change vs previous 13F -9,332 shares

    0.16% of the 13F portfolio, value $5,721,597.

    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 353,799 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,306,985.

    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).