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Avantax Planning Partners, Inc.: FPE position timeline

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

Avantax Planning Partners, Inc. held 130,125 FPE 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 130,125 shares
    Change vs previous 13F +4,988 shares

    0.06% of the 13F portfolio, value $2,326,635.

    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 125,137 shares
    Change vs previous 13F +29,873 shares

    0.06% of the 13F portfolio, value $2,221,182.

    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 95,264 shares
    Change vs previous 13F -3,304 shares

    0.05% of the 13F portfolio, value $1,735,710.

    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 98,568 shares
    Change vs previous 13F +257 shares

    0.05% of the 13F portfolio, value $1,797,880.

    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 98,311 shares
    Change vs previous 13F +73,569 shares

    0.06% of the 13F portfolio, value $1,749,936.

    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 24,742 shares
    Change vs previous 13F -18,851 shares

    0.02% of the 13F portfolio, value $435,212.

    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 43,593 shares
    Change vs previous 13F +8,337 shares

    0.03% of the 13F portfolio, value $771,596.

    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 35,256 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $638,134.

    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).