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Avantax Planning Partners, Inc.: EFV position timeline

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

Avantax Planning Partners, Inc. held 96,419 EFV 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 96,419 shares
    Change vs previous 13F +121 shares

    0.18% of the 13F portfolio, value $7,380,872.

    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 96,298 shares
    Change vs previous 13F +235 shares

    0.2% of the 13F portfolio, value $7,159,719.

    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 96,063 shares
    Change vs previous 13F -6,502 shares

    0.19% of the 13F portfolio, value $6,859,823.

    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 102,565 shares
    Change vs previous 13F -379 shares

    0.2% of the 13F portfolio, value $6,957,004.

    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 102,944 shares
    Change vs previous 13F +9,659 shares

    0.21% of the 13F portfolio, value $6,534,904.

    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 93,285 shares
    Change vs previous 13F +6,132 shares

    0.19% of the 13F portfolio, value $5,498,233.

    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 87,153 shares
    Change vs previous 13F -5,743 shares

    0.16% of the 13F portfolio, value $4,572,931.

    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 92,896 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,344,306.

    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).