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Avantax Planning Partners, Inc.: JPIB position timeline

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

Avantax Planning Partners, Inc. held 2,518,715 JPIB 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 2,518,715 shares
    Change vs previous 13F +85,179 shares

    3.03% of the 13F portfolio, value $121,779,869.

    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 2,433,536 shares
    Change vs previous 13F +103,811 shares

    3.19% of the 13F portfolio, value $116,371,675.

    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 2,329,725 shares
    Change vs previous 13F +78,619 shares

    3.17% of the 13F portfolio, value $113,457,621.

    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 2,251,106 shares
    Change vs previous 13F +948,714 shares

    3.16% of the 13F portfolio, value $110,371,717.

    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 1,302,392 shares
    Change vs previous 13F +555,190 shares

    2.01% of the 13F portfolio, value $63,322,304.

    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 747,202 shares
    Change vs previous 13F +142,290 shares

    1.27% of the 13F portfolio, value $35,783,504.

    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 604,912 shares
    Change vs previous 13F +122,239 shares

    1.03% of the 13F portfolio, value $28,588,141.

    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 482,673 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $23,484,464.

    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).