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Avantax Planning Partners, Inc.: PFG position timeline

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

Avantax Planning Partners, Inc. held 35,611 PFG 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 35,611 shares
    Change vs previous 13F -11 shares

    0.1% of the 13F portfolio, value $3,838,154.

    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 35,622 shares
    Change vs previous 13F +233 shares

    0.09% of the 13F portfolio, value $3,209,898.

    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 35,389 shares
    Change vs previous 13F -609 shares

    0.09% of the 13F portfolio, value $3,121,664.

    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 35,998 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,984,594.

    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 35,998 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,859,321.

    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 35,998 shares
    Change vs previous 13F -112 shares

    0.11% of the 13F portfolio, value $3,037,185.

    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 36,110 shares
    Change vs previous 13F +1,523 shares

    0.1% of the 13F portfolio, value $2,795,259.

    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 34,587 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,971,034.

    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).