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Avantax Planning Partners, Inc.: DFAC position timeline

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

Avantax Planning Partners, Inc. held 236,925 DFAC 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 236,925 shares
    Change vs previous 13F -24,596 shares

    0.26% of the 13F portfolio, value $10,509,993.

    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 261,521 shares
    Change vs previous 13F -39,857 shares

    0.28% of the 13F portfolio, value $10,162,704.

    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 301,378 shares
    Change vs previous 13F -114,212 shares

    0.33% of the 13F portfolio, value $11,931,553.

    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 415,590 shares
    Change vs previous 13F -134,120 shares

    0.46% of the 13F portfolio, value $16,029,296.

    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 549,710 shares
    Change vs previous 13F -19,620 shares

    0.63% of the 13F portfolio, value $19,701,593.

    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 569,330 shares
    Change vs previous 13F -2,921 shares

    0.66% of the 13F portfolio, value $18,782,185.

    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 572,251 shares
    Change vs previous 13F -7,612 shares

    0.71% of the 13F portfolio, value $19,794,149.

    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 579,863 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $19,883,490.

    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).