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Avantax Planning Partners, Inc.: JCPB position timeline

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

Avantax Planning Partners, Inc. held 1,725,261 JCPB 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 1,725,261 shares
    Change vs previous 13F +50,648 shares

    2.02% of the 13F portfolio, value $80,983,770.

    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 1,674,613 shares
    Change vs previous 13F +47,635 shares

    2.16% of the 13F portfolio, value $78,840,786.

    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 1,626,978 shares
    Change vs previous 13F +44,358 shares

    2.15% of the 13F portfolio, value $77,037,422.

    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 1,582,620 shares
    Change vs previous 13F +680,141 shares

    2.16% of the 13F portfolio, value $75,253,595.

    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 902,479 shares
    Change vs previous 13F +353,945 shares

    1.35% of the 13F portfolio, value $42,470,650.

    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 548,534 shares
    Change vs previous 13F +138,691 shares

    0.91% of the 13F portfolio, value $25,803,036.

    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 409,843 shares
    Change vs previous 13F +132,685 shares

    0.68% of the 13F portfolio, value $18,881,467.

    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 277,158 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $13,370,102.

    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).