Skip to content
Disclosery

Avantax Planning Partners, Inc.: EEM position timeline

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

Avantax Planning Partners, Inc. held 58,731 EEM 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 58,731 shares
    Change vs previous 13F -1,369 shares

    0.1% of the 13F portfolio, value $4,017,788.

    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 60,100 shares
    Change vs previous 13F -6,718 shares

    0.09% of the 13F portfolio, value $3,413,079.

    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 66,818 shares
    Change vs previous 13F -5,801 shares

    0.1% of the 13F portfolio, value $3,655,613.

    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 72,619 shares
    Change vs previous 13F -651 shares

    0.11% of the 13F portfolio, value $3,877,855.

    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 73,270 shares
    Change vs previous 13F -1,131 shares

    0.11% of the 13F portfolio, value $3,534,545.

    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 74,401 shares
    Change vs previous 13F -465 shares

    0.12% of the 13F portfolio, value $3,251,324.

    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 74,866 shares
    Change vs previous 13F -1,526 shares

    0.11% of the 13F portfolio, value $3,130,896.

    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 76,392 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,503,337.

    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).