Avantax Planning Partners, Inc.: SBUX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on SBUX, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 3,162 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 3,162 sharesChange vs previous 13F -301 shares
0.01% of the 13F portfolio, value $323,159.
13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,463 sharesChange vs previous 13F -46 shares
0.01% of the 13F portfolio, value $310,241.
13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,509 sharesChange vs previous 13F -327 shares
0.01% of the 13F portfolio, value $295,531.
13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,836 sharesChange vs previous 13F -654 shares
0.01% of the 13F portfolio, value $324,501.
13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,490 sharesChange vs previous 13F -217 shares
0.01% of the 13F portfolio, value $411,424.
13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,707 sharesChange vs previous 13F -8,231 shares
0.02% of the 13F portfolio, value $461,672.
13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,938 sharesChange vs previous 13F +462 shares
0.04% of the 13F portfolio, value $1,180,638.
13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,476 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,216,287.
13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).