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Avantax Planning Partners, Inc.: MO position timeline

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

Avantax Planning Partners, Inc. held 104,327 MO 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 104,327 shares
    Change vs previous 13F -998 shares

    0.19% of the 13F portfolio, value $7,506,295.

    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 105,325 shares
    Change vs previous 13F -11,697 shares

    0.19% of the 13F portfolio, value $6,950,385.

    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 117,022 shares
    Change vs previous 13F +1,866 shares

    0.19% of the 13F portfolio, value $6,747,494.

    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 115,156 shares
    Change vs previous 13F -2,601 shares

    0.22% of the 13F portfolio, value $7,607,201.

    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 117,757 shares
    Change vs previous 13F +7,409 shares

    0.22% of the 13F portfolio, value $6,904,095.

    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 110,348 shares
    Change vs previous 13F -4,560 shares

    0.23% of the 13F portfolio, value $6,623,064.

    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 114,908 shares
    Change vs previous 13F +2,572 shares

    0.22% of the 13F portfolio, value $6,008,516.

    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 112,336 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,733,628.

    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).