Skip to content
Disclosery

Avantax Planning Partners, Inc.: QQQ position timeline

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

Avantax Planning Partners, Inc. held 9,155 QQQ 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 9,155 shares
    Change vs previous 13F -2,888 shares

    0.17% of the 13F portfolio, value $6,741,534.

    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 12,043 shares
    Change vs previous 13F +26 shares

    0.19% of the 13F portfolio, value $6,950,810.

    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 12,017 shares
    Change vs previous 13F +288 shares

    0.21% of the 13F portfolio, value $7,381,949.

    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 11,729 shares
    Change vs previous 13F +1,122 shares

    0.2% of the 13F portfolio, value $7,041,919.

    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 10,607 shares
    Change vs previous 13F +340 shares

    0.19% of the 13F portfolio, value $5,851,385.

    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 10,267 shares
    Change vs previous 13F +561 shares

    0.17% of the 13F portfolio, value $4,814,543.

    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 9,706 shares
    Change vs previous 13F -31 shares

    0.18% of the 13F portfolio, value $4,962,206.

    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 9,737 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,752,435.

    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).