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Disclosery

Avantax Planning Partners, Inc.: DON position timeline

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

Avantax Planning Partners, Inc. held 235,598 DON 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 235,598 shares
    Change vs previous 13F +2,533 shares

    0.33% of the 13F portfolio, value $13,316,016.

    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 233,065 shares
    Change vs previous 13F +5,817 shares

    0.34% of the 13F portfolio, value $12,245,238.

    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 227,248 shares
    Change vs previous 13F -5,412 shares

    0.33% of the 13F portfolio, value $11,726,012.

    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 232,660 shares
    Change vs previous 13F +1,140 shares

    0.35% of the 13F portfolio, value $12,168,128.

    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 231,520 shares
    Change vs previous 13F +770 shares

    0.37% of the 13F portfolio, value $11,603,778.

    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 230,750 shares
    Change vs previous 13F +661 shares

    0.4% of the 13F portfolio, value $11,426,758.

    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 230,089 shares
    Change vs previous 13F -5,672 shares

    0.42% of the 13F portfolio, value $11,727,626.

    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 235,761 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,054,453.

    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).