Skip to content
Disclosery

Avantax Planning Partners, Inc.: NUDM position timeline

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

Avantax Planning Partners, Inc. held 12,758 NUDM 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 12,758 shares
    Change vs previous 13F -484 shares

    0.01% of the 13F portfolio, value $510,575.

    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 13,242 shares
    Change vs previous 13F -81 shares

    0.01% of the 13F portfolio, value $478,169.

    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 13,323 shares
    Change vs previous 13F -1,007 shares

    0.01% of the 13F portfolio, value $482,426.

    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 14,330 shares
    Change vs previous 13F -387 shares

    0.02% of the 13F portfolio, value $539,095.

    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 14,717 shares
    Change vs previous 13F -6,426 shares

    0.02% of the 13F portfolio, value $522,306.

    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 21,143 shares
    Change vs previous 13F -649 shares

    0.02% of the 13F portfolio, value $673,405.

    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 21,792 shares
    Change vs previous 13F -802 shares

    0.02% of the 13F portfolio, value $655,068.

    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 22,594 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $760,349.

    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).