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Avantax Planning Partners, Inc.: DFAX position timeline

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

Avantax Planning Partners, Inc. held 18,564 DFAX 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 18,564 shares
    Change vs previous 13F -312 shares

    0.02% of the 13F portfolio, value $683,898.

    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 18,876 shares
    Change vs previous 13F -13,430 shares

    0.02% of the 13F portfolio, value $641,218.

    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 32,306 shares
    Change vs previous 13F -11,984 shares

    0.03% of the 13F portfolio, value $1,057,375.

    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 44,290 shares
    Change vs previous 13F -18,153 shares

    0.04% of the 13F portfolio, value $1,389,820.

    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 62,443 shares
    Change vs previous 13F -10,718 shares

    0.06% of the 13F portfolio, value $1,833,951.

    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 73,161 shares
    Change vs previous 13F +1,696 shares

    0.07% of the 13F portfolio, value $1,916,818.

    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 71,465 shares
    Change vs previous 13F -11,104 shares

    0.06% of the 13F portfolio, value $1,776,620.

    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 82,569 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,230,189.

    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).