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Avantax Planning Partners, Inc.: MUNI position timeline

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

Avantax Planning Partners, Inc. held 211,128 MUNI 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 211,128 shares
    Change vs previous 13F -4,748 shares

    0.28% of the 13F portfolio, value $11,105,333.

    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 215,876 shares
    Change vs previous 13F -12,237 shares

    0.31% of the 13F portfolio, value $11,266,568.

    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 228,113 shares
    Change vs previous 13F -19,718 shares

    0.33% of the 13F portfolio, value $11,955,402.

    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 247,831 shares
    Change vs previous 13F -11,141 shares

    0.37% of the 13F portfolio, value $12,956,605.

    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 258,972 shares
    Change vs previous 13F -10,135 shares

    0.42% of the 13F portfolio, value $13,300,802.

    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 269,107 shares
    Change vs previous 13F -3,820 shares

    0.49% of the 13F portfolio, value $13,872,466.

    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 272,927 shares
    Change vs previous 13F -46,929 shares

    0.51% of the 13F portfolio, value $14,118,514.

    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 319,856 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $16,945,971.

    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).