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Avantax Planning Partners, Inc.: MMIT position timeline

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

Avantax Planning Partners, Inc. held 162,453 MMIT 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 162,453 shares
    Change vs previous 13F -6,016 shares

    0.1% of the 13F portfolio, value $3,955,731.

    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 168,469 shares
    Change vs previous 13F -3,030 shares

    0.11% of the 13F portfolio, value $4,060,945.

    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 171,499 shares
    Change vs previous 13F -18,776 shares

    0.12% of the 13F portfolio, value $4,172,576.

    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 190,275 shares
    Change vs previous 13F -1,130,340 shares

    0.13% of the 13F portfolio, value $4,623,688.

    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 1,320,615 shares
    Change vs previous 13F +628,283 shares

    1% of the 13F portfolio, value $31,496,660.

    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 692,332 shares
    Change vs previous 13F +3,021 shares

    0.59% of the 13F portfolio, value $16,595,198.

    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 689,311 shares
    Change vs previous 13F -55,640 shares

    0.6% of the 13F portfolio, value $16,550,357.

    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 744,951 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $18,325,795.

    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).