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Avantax Planning Partners, Inc.: IEMG position timeline

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

Avantax Planning Partners, Inc. held 148,599 IEMG 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 148,599 shares
    Change vs previous 13F -2,356 shares

    0.31% of the 13F portfolio, value $12,309,928.

    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 150,955 shares
    Change vs previous 13F -3,960 shares

    0.29% of the 13F portfolio, value $10,529,115.

    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 154,915 shares
    Change vs previous 13F -7,271 shares

    0.29% of the 13F portfolio, value $10,413,390.

    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 162,186 shares
    Change vs previous 13F -10,940 shares

    0.31% of the 13F portfolio, value $10,691,289.

    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 173,126 shares
    Change vs previous 13F +12,885 shares

    0.33% of the 13F portfolio, value $10,392,743.

    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 160,241 shares
    Change vs previous 13F -4,361 shares

    0.31% of the 13F portfolio, value $8,648,222.

    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 164,602 shares
    Change vs previous 13F -8,828 shares

    0.31% of the 13F portfolio, value $8,595,531.

    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 173,430 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,956,642.

    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).