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Avantax Planning Partners, Inc.: FMB position timeline

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

Avantax Planning Partners, Inc. held 837,252 FMB 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 837,252 shares
    Change vs previous 13F -5,655 shares

    1.07% of the 13F portfolio, value $43,007,291.

    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 842,907 shares
    Change vs previous 13F -11,480 shares

    1.17% of the 13F portfolio, value $42,701,674.

    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 854,387 shares
    Change vs previous 13F -45,562 shares

    1.22% of the 13F portfolio, value $43,689,097.

    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 899,949 shares
    Change vs previous 13F +63,619 shares

    1.31% of the 13F portfolio, value $45,628,842.

    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 836,330 shares
    Change vs previous 13F +197,138 shares

    1.32% of the 13F portfolio, value $41,665,970.

    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 639,192 shares
    Change vs previous 13F -10,837 shares

    1.14% of the 13F portfolio, value $32,229,451.

    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 650,029 shares
    Change vs previous 13F -72,172 shares

    1.2% of the 13F portfolio, value $33,157,997.

    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 722,201 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $37,525,569.

    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).