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Avantax Planning Partners, Inc.: FAST position timeline

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

Avantax Planning Partners, Inc. held 286,202 FAST 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 286,202 shares
    Change vs previous 13F +1,813 shares

    0.34% of the 13F portfolio, value $13,746,299.

    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 284,389 shares
    Change vs previous 13F +1,680 shares

    0.36% of the 13F portfolio, value $13,195,666.

    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 282,709 shares
    Change vs previous 13F +3,692 shares

    0.32% of the 13F portfolio, value $11,345,126.

    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 279,017 shares
    Change vs previous 13F -5,675 shares

    0.39% of the 13F portfolio, value $13,683,002.

    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 284,692 shares
    Change vs previous 13F +143,497 shares

    0.38% of the 13F portfolio, value $11,957,064.

    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 141,195 shares
    Change vs previous 13F +2,402 shares

    0.39% of the 13F portfolio, value $10,949,672.

    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 138,793 shares
    Change vs previous 13F +1,848 shares

    0.36% of the 13F portfolio, value $9,980,605.

    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 136,945 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,780,612.

    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).