Skip to content
Disclosery

Avantax Planning Partners, Inc.: IWF position timeline

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

Avantax Planning Partners, Inc. held 362,455 IWF 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 362,455 shares
    Change vs previous 13F +269,856 shares

    1.12% of the 13F portfolio, value $45,006,010.

    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 92,599 shares
    Change vs previous 13F +20,461 shares

    1.08% of the 13F portfolio, value $39,484,318.

    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 72,138 shares
    Change vs previous 13F -6,633 shares

    0.95% of the 13F portfolio, value $34,142,811.

    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 78,771 shares
    Change vs previous 13F -2,279 shares

    1.06% of the 13F portfolio, value $36,897,244.

    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 81,050 shares
    Change vs previous 13F -9,219 shares

    1.09% of the 13F portfolio, value $34,412,114.

    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 90,269 shares
    Change vs previous 13F +22,506 shares

    1.15% of the 13F portfolio, value $32,595,361.

    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 67,763 shares
    Change vs previous 13F -1,689 shares

    0.98% of the 13F portfolio, value $27,212,296.

    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 69,452 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $26,070,920.

    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).