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Avantax Planning Partners, Inc.: IWO position timeline

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

Avantax Planning Partners, Inc. held 51,994 IWO 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 51,994 shares
    Change vs previous 13F -2,781 shares

    0.51% of the 13F portfolio, value $20,483,641.

    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 54,775 shares
    Change vs previous 13F +712 shares

    0.47% of the 13F portfolio, value $17,188,980.

    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 54,063 shares
    Change vs previous 13F +141 shares

    0.49% of the 13F portfolio, value $17,462,920.

    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 53,922 shares
    Change vs previous 13F -1,369 shares

    0.49% of the 13F portfolio, value $17,257,170.

    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 55,291 shares
    Change vs previous 13F +22,404 shares

    0.5% of the 13F portfolio, value $15,805,454.

    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 32,887 shares
    Change vs previous 13F +15,766 shares

    0.3% of the 13F portfolio, value $8,403,726.

    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 17,121 shares
    Change vs previous 13F +1,862 shares

    0.18% of the 13F portfolio, value $4,927,794.

    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 15,259 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,333,613.

    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).