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Avantax Planning Partners, Inc.: NVDA position timeline

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

Avantax Planning Partners, Inc. held 88,322 NVDA 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 88,322 shares
    Change vs previous 13F -4,369 shares

    0.44% of the 13F portfolio, value $17,672,414.

    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 92,691 shares
    Change vs previous 13F -1,536 shares

    0.44% of the 13F portfolio, value $16,165,245.

    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 94,227 shares
    Change vs previous 13F +269 shares

    0.49% of the 13F portfolio, value $17,573,278.

    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 93,958 shares
    Change vs previous 13F +31,921 shares

    0.5% of the 13F portfolio, value $17,530,618.

    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 62,037 shares
    Change vs previous 13F +5,501 shares

    0.31% of the 13F portfolio, value $9,801,297.

    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 56,536 shares
    Change vs previous 13F -64 shares

    0.22% of the 13F portfolio, value $6,127,348.

    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 56,600 shares
    Change vs previous 13F +1,365 shares

    0.27% of the 13F portfolio, value $7,600,771.

    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 55,235 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,707,761.

    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).