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Disclosery

Avantax Planning Partners, Inc.: DE position timeline

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

Avantax Planning Partners, Inc. held 25,402 DE 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 25,402 shares
    Change vs previous 13F +106 shares

    0.4% of the 13F portfolio, value $16,113,010.

    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 25,296 shares
    Change vs previous 13F +1,374 shares

    0.39% of the 13F portfolio, value $14,249,188.

    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 23,922 shares
    Change vs previous 13F +178 shares

    0.31% of the 13F portfolio, value $11,137,465.

    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 23,744 shares
    Change vs previous 13F -683 shares

    0.31% of the 13F portfolio, value $10,857,338.

    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 24,427 shares
    Change vs previous 13F +828 shares

    0.39% of the 13F portfolio, value $12,420,659.

    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 23,599 shares
    Change vs previous 13F +3,456 shares

    0.39% of the 13F portfolio, value $11,076,056.

    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 20,143 shares
    Change vs previous 13F +1,134 shares

    0.31% of the 13F portfolio, value $8,534,753.

    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 19,009 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,932,867.

    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).