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Avantax Planning Partners, Inc.: MUB position timeline

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

Avantax Planning Partners, Inc. held 537,122 MUB 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 537,122 shares
    Change vs previous 13F +41,468 shares

    1.44% of the 13F portfolio, value $57,805,108.

    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 495,654 shares
    Change vs previous 13F -7,053 shares

    1.44% of the 13F portfolio, value $52,613,683.

    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 502,707 shares
    Change vs previous 13F +43,895 shares

    1.51% of the 13F portfolio, value $53,844,908.

    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 458,812 shares
    Change vs previous 13F +288,673 shares

    1.4% of the 13F portfolio, value $48,858,871.

    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 170,139 shares
    Change vs previous 13F -136,967 shares

    0.56% of the 13F portfolio, value $17,776,108.

    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 307,106 shares
    Change vs previous 13F +6,025 shares

    1.15% of the 13F portfolio, value $32,381,306.

    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 301,081 shares
    Change vs previous 13F +5,722 shares

    1.16% of the 13F portfolio, value $32,080,199.

    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 295,359 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $32,084,819.

    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).