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Avantax Planning Partners, Inc.: IDV position timeline

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

Avantax Planning Partners, Inc. held 51,943 IDV 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 51,943 shares
    Change vs previous 13F -2,669 shares

    0.05% of the 13F portfolio, value $2,151,998.

    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 54,612 shares
    Change vs previous 13F -801 shares

    0.06% of the 13F portfolio, value $2,324,287.

    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 55,413 shares
    Change vs previous 13F -2,487 shares

    0.06% of the 13F portfolio, value $2,186,043.

    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 57,900 shares
    Change vs previous 13F -2,334 shares

    0.06% of the 13F portfolio, value $2,116,245.

    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 60,234 shares
    Change vs previous 13F +25,380 shares

    0.07% of the 13F portfolio, value $2,078,675.

    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 34,854 shares
    Change vs previous 13F +11,722 shares

    0.04% of the 13F portfolio, value $1,081,170.

    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 23,132 shares
    Change vs previous 13F +7,582 shares

    0.02% of the 13F portfolio, value $633,354.

    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 15,550 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $470,076.

    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).