Avantax Planning Partners, Inc.: LHX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on LHX, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 1,750 LHX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,750 sharesChange vs previous 13F -11 shares
0.01% of the 13F portfolio, value $508,533.
13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,761 sharesChange vs previous 13F -31 shares
0.02% of the 13F portfolio, value $607,809.
13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,792 sharesChange vs previous 13F -6 shares
0.01% of the 13F portfolio, value $526,077.
13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,798 sharesChange vs previous 13F +6 shares
0.02% of the 13F portfolio, value $549,127.
13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,792 sharesChange vs previous 13F -8 shares
0.01% of the 13F portfolio, value $449,505.
13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,800 sharesChange vs previous 13F +79 shares
0.01% of the 13F portfolio, value $376,758.
13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,721 sharesChange vs previous 13F -122 shares
0.01% of the 13F portfolio, value $361,892.
13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,843 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $438,394.
13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).