Avantax Planning Partners, Inc.: EMR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on EMR, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 9,739 EMR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 9,739 sharesChange vs previous 13F -465 shares
0.03% of the 13F portfolio, value $1,394,168.
13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,204 sharesChange vs previous 13F +440 shares
0.04% of the 13F portfolio, value $1,336,881.
13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,764 sharesChange vs previous 13F -209 shares
0.04% of the 13F portfolio, value $1,295,845.
13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,973 sharesChange vs previous 13F -644 shares
0.04% of the 13F portfolio, value $1,308,318.
13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,617 sharesChange vs previous 13F +69 shares
0.04% of the 13F portfolio, value $1,415,518.
13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,548 sharesChange vs previous 13F +109 shares
0.04% of the 13F portfolio, value $1,156,487.
13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,439 sharesChange vs previous 13F +154 shares
0.05% of the 13F portfolio, value $1,293,657.
13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,285 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,124,837.
13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).