Skip to content
Disclosery

Avantax Planning Partners, Inc.: CMF position timeline

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

Avantax Planning Partners, Inc. held 7,997 CMF 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 7,997 shares
    Change vs previous 13F -2,247 shares

    0.01% of the 13F portfolio, value $460,947.

    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 10,244 shares
    Change vs previous 13F -23 shares

    0.02% of the 13F portfolio, value $582,474.

    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 10,267 shares
    Change vs previous 13F -211 shares

    0.02% of the 13F portfolio, value $589,942.

    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 10,478 shares
    Change vs previous 13F +212 shares

    0.02% of the 13F portfolio, value $597,665.

    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 10,266 shares
    Change vs previous 13F -1,255 shares

    0.02% of the 13F portfolio, value $572,227.

    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 11,521 shares
    Change vs previous 13F -95 shares

    0.02% of the 13F portfolio, value $648,402.

    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 11,616 shares
    Change vs previous 13F -580 shares

    0.02% of the 13F portfolio, value $665,364.

    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 12,196 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $708,710.

    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).