Avantax Planning Partners, Inc.: FTCS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on FTCS, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 12,080 FTCS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 12,080 sharesChange vs previous 13F -440 shares
0.03% of the 13F portfolio, value $1,134,536.
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 12,520 sharesChange vs previous 13F -67 shares
0.03% of the 13F portfolio, value $1,161,322.
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 12,587 sharesChange vs previous 13F +68 shares
0.03% of the 13F portfolio, value $1,164,470.
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 12,519 sharesChange vs previous 13F -124 shares
0.03% of the 13F portfolio, value $1,172,276.
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 12,643 sharesChange vs previous 13F -13 shares
0.04% of the 13F portfolio, value $1,149,080.
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 12,656 sharesChange vs previous 13F -461 shares
0.04% of the 13F portfolio, value $1,134,483.
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 13,117 sharesChange vs previous 13F -24 shares
0.04% of the 13F portfolio, value $1,151,962.
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 13,141 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,193,221.
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).