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Avantax Planning Partners, Inc.: IWN position timeline

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

Avantax Planning Partners, Inc. held 29,847 IWN 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 29,847 shares
    Change vs previous 13F -738 shares

    0.16% of the 13F portfolio, value $6,602,203.

    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 30,585 shares
    Change vs previous 13F -1,530 shares

    0.16% of the 13F portfolio, value $5,798,650.

    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 32,115 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $5,819,597.

    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 32,165 shares
    Change vs previous 13F -1,233 shares

    0.16% of the 13F portfolio, value $5,687,130.

    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 33,398 shares
    Change vs previous 13F -436 shares

    0.17% of the 13F portfolio, value $5,268,901.

    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 33,834 shares
    Change vs previous 13F -1,249 shares

    0.18% of the 13F portfolio, value $5,108,270.

    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 35,083 shares
    Change vs previous 13F -2,903 shares

    0.21% of the 13F portfolio, value $5,759,532.

    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 37,986 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,336,855.

    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).