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Avantax Planning Partners, Inc.: BSMR position timeline

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

Avantax Planning Partners, Inc. held 23,422 BSMR 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 23,422 shares
    Change vs previous 13F +159 shares

    0.01% of the 13F portfolio, value $553,696.

    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 23,263 shares
    Change vs previous 13F +2,258 shares

    0.02% of the 13F portfolio, value $550,263.

    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 21,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $497,088.

    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).