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Avantax Planning Partners, Inc.: DFAE position timeline

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

Avantax Planning Partners, Inc. held 426,473 DFAE 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 426,473 shares
    Change vs previous 13F -27,964 shares

    0.43% of the 13F portfolio, value $17,148,470.

    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 454,437 shares
    Change vs previous 13F -13,382 shares

    0.42% of the 13F portfolio, value $15,387,240.

    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 467,819 shares
    Change vs previous 13F -24,195 shares

    0.43% of the 13F portfolio, value $15,236,858.

    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 492,014 shares
    Change vs previous 13F -14,670 shares

    0.44% of the 13F portfolio, value $15,513,193.

    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 506,684 shares
    Change vs previous 13F +222,481 shares

    0.47% of the 13F portfolio, value $14,668,507.

    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 284,203 shares
    Change vs previous 13F +245,930 shares

    0.26% of the 13F portfolio, value $7,358,016.

    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 38,273 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $970,986.

    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).