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Avantax Planning Partners, Inc.: IWS position timeline

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

Avantax Planning Partners, Inc. held 111,409 IWS 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 111,409 shares
    Change vs previous 13F -2,726 shares

    0.46% of the 13F portfolio, value $18,337,950.

    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 114,135 shares
    Change vs previous 13F +6,716 shares

    0.46% of the 13F portfolio, value $16,634,087.

    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 107,419 shares
    Change vs previous 13F -4,337 shares

    0.42% of the 13F portfolio, value $15,151,511.

    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 111,756 shares
    Change vs previous 13F -2,529 shares

    0.45% of the 13F portfolio, value $15,609,006.

    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 114,285 shares
    Change vs previous 13F +57,970 shares

    0.48% of the 13F portfolio, value $15,101,606.

    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 56,315 shares
    Change vs previous 13F +2,167 shares

    0.25% of the 13F portfolio, value $7,094,035.

    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 54,148 shares
    Change vs previous 13F +2,815 shares

    0.25% of the 13F portfolio, value $7,003,502.

    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 51,333 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,788,819.

    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).