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Avantax Planning Partners, Inc.: IVW position timeline

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

Avantax Planning Partners, Inc. held 179,987 IVW 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 179,987 shares
    Change vs previous 13F -7,288 shares

    0.62% of the 13F portfolio, value $24,753,554.

    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 187,275 shares
    Change vs previous 13F +1,189 shares

    0.58% of the 13F portfolio, value $21,182,624.

    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 186,086 shares
    Change vs previous 13F -4,063 shares

    0.64% of the 13F portfolio, value $22,936,900.

    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 190,149 shares
    Change vs previous 13F -6,205 shares

    0.66% of the 13F portfolio, value $22,954,844.

    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 196,354 shares
    Change vs previous 13F +31,347 shares

    0.69% of the 13F portfolio, value $21,618,581.

    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 165,007 shares
    Change vs previous 13F +31,235 shares

    0.54% of the 13F portfolio, value $15,317,603.

    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 133,772 shares
    Change vs previous 13F -1,856 shares

    0.49% of the 13F portfolio, value $13,581,844.

    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 135,628 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $12,986,423.

    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).