Avantax Planning Partners, Inc.: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on MDT, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 4,908 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,908 sharesChange vs previous 13F -828 shares
0.01% of the 13F portfolio, value $383,960.
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 5,736 sharesChange vs previous 13F -112 shares
0.01% of the 13F portfolio, value $497,032.
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 5,848 sharesChange vs previous 13F -8 shares
0.02% of the 13F portfolio, value $561,767.
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 5,856 sharesChange vs previous 13F -1,130 shares
0.02% of the 13F portfolio, value $557,734.
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 6,986 sharesChange vs previous 13F -180 shares
0.02% of the 13F portfolio, value $608,977.
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 7,166 sharesChange vs previous 13F +19 shares
0.02% of the 13F portfolio, value $643,944.
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 7,147 sharesChange vs previous 13F -20 shares
0.02% of the 13F portfolio, value $570,909.
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 7,167 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $645,253.
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).