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Avantax Planning Partners, Inc.: CWI position timeline

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

Avantax Planning Partners, Inc. held 2,270,916 CWI 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 2,270,916 shares
    Change vs previous 13F -29,456 shares

    2.3% of the 13F portfolio, value $92,358,141.

    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 2,300,372 shares
    Change vs previous 13F +35,798 shares

    2.31% of the 13F portfolio, value $84,170,620.

    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 2,264,574 shares
    Change vs previous 13F -101,444 shares

    2.28% of the 13F portfolio, value $81,343,507.

    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 2,366,018 shares
    Change vs previous 13F -28,313 shares

    2.37% of the 13F portfolio, value $82,621,336.

    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 2,394,331 shares
    Change vs previous 13F +319,964 shares

    2.48% of the 13F portfolio, value $78,198,839.

    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 2,074,367 shares
    Change vs previous 13F +152,134 shares

    2.17% of the 13F portfolio, value $61,359,776.

    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 1,922,233 shares
    Change vs previous 13F +302,339 shares

    1.94% of the 13F portfolio, value $53,707,190.

    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 1,619,894 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $49,309,573.

    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).