Skip to content
Disclosery

Avantax Planning Partners, Inc.: COST position timeline

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

Avantax Planning Partners, Inc. held 10,203 COST 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 10,203 shares
    Change vs previous 13F -44 shares

    0.24% of the 13F portfolio, value $9,544,815.

    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 10,247 shares
    Change vs previous 13F -445 shares

    0.28% of the 13F portfolio, value $10,210,745.

    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 10,692 shares
    Change vs previous 13F +5,965 shares

    0.26% of the 13F portfolio, value $9,220,439.

    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 4,727 shares
    Change vs previous 13F +354 shares

    0.13% of the 13F portfolio, value $4,375,298.

    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 4,373 shares
    Change vs previous 13F -5,678 shares

    0.14% of the 13F portfolio, value $4,329,404.

    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 10,051 shares
    Change vs previous 13F -649 shares

    0.34% of the 13F portfolio, value $9,505,645.

    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 10,700 shares
    Change vs previous 13F +291 shares

    0.35% of the 13F portfolio, value $9,803,751.

    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 10,409 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,228,107.

    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).