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Avantax Planning Partners, Inc.: HMOP position timeline

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

Avantax Planning Partners, Inc. held 282,628 HMOP 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 282,628 shares
    Change vs previous 13F +3,428 shares

    0.28% of the 13F portfolio, value $11,063,473.

    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 279,200 shares
    Change vs previous 13F +119,393 shares

    0.3% of the 13F portfolio, value $10,816,208.

    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 159,807 shares
    Change vs previous 13F -3,358 shares

    0.17% of the 13F portfolio, value $6,250,052.

    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 163,165 shares
    Change vs previous 13F +5,486 shares

    0.18% of the 13F portfolio, value $6,358,540.

    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 157,679 shares
    Change vs previous 13F +133,904 shares

    0.19% of the 13F portfolio, value $6,035,952.

    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 23,775 shares
    Change vs previous 13F +242 shares

    0.03% of the 13F portfolio, value $914,149.

    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 23,533 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $909,786.

    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 23,524 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $926,846.

    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).