Skip to content
Disclosery

Avantax Planning Partners, Inc.: IBDR position timeline

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

Avantax Planning Partners, Inc. held 27,241 IBDR 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 27,241 shares
    Change vs previous 13F -1,285 shares

    0.02% of the 13F portfolio, value $660,049.

    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 28,526 shares
    Change vs previous 13F -652 shares

    0.02% of the 13F portfolio, value $691,470.

    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 29,178 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $706,983.

    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 29,181 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $709,098.

    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 29,182 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $707,664.

    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 29,188 shares
    Change vs previous 13F +627 shares

    0.03% of the 13F portfolio, value $706,645.

    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 28,561 shares
    Change vs previous 13F -1,044 shares

    0.02% of the 13F portfolio, value $687,462.

    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 29,605 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $719,407.

    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).