Avantax Planning Partners, Inc.: MMM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on MMM, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 8,556 MMM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 8,556 sharesChange vs previous 13F +482 shares
0.03% of the 13F portfolio, value $1,385,294.
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 8,074 sharesChange vs previous 13F -67 shares
0.03% of the 13F portfolio, value $1,172,637.
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 8,141 sharesChange vs previous 13F -378 shares
0.04% of the 13F portfolio, value $1,303,318.
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 8,519 sharesChange vs previous 13F -144 shares
0.04% of the 13F portfolio, value $1,321,908.
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 8,663 sharesChange vs previous 13F -357 shares
0.04% of the 13F portfolio, value $1,318,897.
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 9,020 sharesChange vs previous 13F +391 shares
0.05% of the 13F portfolio, value $1,324,633.
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 8,629 sharesChange vs previous 13F -682 shares
0.04% of the 13F portfolio, value $1,113,946.
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 9,311 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,272,872.
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).