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Avantax Planning Partners, Inc.: SCHB position timeline

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

Avantax Planning Partners, Inc. held 46,431 SCHB 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 46,431 shares
    Change vs previous 13F -4,885 shares

    0.03% of the 13F portfolio, value $1,344,656.

    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 51,316 shares
    Change vs previous 13F -2,224 shares

    0.04% of the 13F portfolio, value $1,288,038.

    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 53,540 shares
    Change vs previous 13F -472 shares

    0.04% of the 13F portfolio, value $1,404,346.

    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 54,012 shares
    Change vs previous 13F -5,075 shares

    0.04% of the 13F portfolio, value $1,388,651.

    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 59,087 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $1,408,039.

    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 59,131 shares
    Change vs previous 13F -2,286 shares

    0.05% of the 13F portfolio, value $1,273,084.

    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 61,417 shares
    Change vs previous 13F +40,438 shares

    0.05% of the 13F portfolio, value $1,394,155.

    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 20,979 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,395,505.

    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).