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Avantax Planning Partners, Inc.: IWP position timeline

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

Avantax Planning Partners, Inc. held 107,070 IWP 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 107,070 shares
    Change vs previous 13F -4,719 shares

    0.39% of the 13F portfolio, value $15,676,137.

    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 111,789 shares
    Change vs previous 13F -2,599 shares

    0.39% of the 13F portfolio, value $14,322,383.

    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 114,388 shares
    Change vs previous 13F -2,593 shares

    0.44% of the 13F portfolio, value $15,664,252.

    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 116,981 shares
    Change vs previous 13F -6,586 shares

    0.48% of the 13F portfolio, value $16,659,320.

    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 123,567 shares
    Change vs previous 13F -21,236 shares

    0.54% of the 13F portfolio, value $17,136,295.

    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 144,803 shares
    Change vs previous 13F +68,905 shares

    0.6% of the 13F portfolio, value $17,012,937.

    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 75,898 shares
    Change vs previous 13F +727 shares

    0.35% of the 13F portfolio, value $9,620,074.

    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 75,171 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,816,804.

    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).