Skip to content
Disclosery

Avantax Planning Partners, Inc.: JMUB position timeline

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

Avantax Planning Partners, Inc. held 1,335,459 JMUB 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 1,335,459 shares
    Change vs previous 13F +94,295 shares

    1.68% of the 13F portfolio, value $67,647,683.

    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 1,241,164 shares
    Change vs previous 13F -10,236 shares

    1.7% of the 13F portfolio, value $62,045,811.

    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 1,251,400 shares
    Change vs previous 13F +91,216 shares

    1.77% of the 13F portfolio, value $63,195,712.

    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 1,160,184 shares
    Change vs previous 13F +545,783 shares

    1.68% of the 13F portfolio, value $58,554,487.

    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 614,401 shares
    Change vs previous 13F +74,739 shares

    0.97% of the 13F portfolio, value $30,498,873.

    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 539,662 shares
    Change vs previous 13F +44,882 shares

    0.96% of the 13F portfolio, value $26,983,100.

    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 494,780 shares
    Change vs previous 13F +12,098 shares

    0.89% of the 13F portfolio, value $24,813,217.

    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 482,682 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $24,747,106.

    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).