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Avantax Planning Partners, Inc.: IDOG position timeline

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

Avantax Planning Partners, Inc. held 929,340 IDOG 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 929,340 shares
    Change vs previous 13F -8,126 shares

    0.95% of the 13F portfolio, value $38,270,239.

    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 937,466 shares
    Change vs previous 13F -5,379 shares

    1.07% of the 13F portfolio, value $39,047,345.

    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 942,845 shares
    Change vs previous 13F -22,428 shares

    1.02% of the 13F portfolio, value $36,356,088.

    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 965,273 shares
    Change vs previous 13F -11,478 shares

    0.99% of the 13F portfolio, value $34,363,707.

    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 976,751 shares
    Change vs previous 13F -24,230 shares

    1.05% of the 13F portfolio, value $33,131,386.

    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 1,000,981 shares
    Change vs previous 13F +21,191 shares

    1.12% of the 13F portfolio, value $31,684,768.

    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 979,790 shares
    Change vs previous 13F +14,643 shares

    1.02% of the 13F portfolio, value $28,296,346.

    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 965,147 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $30,741,852.

    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).