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Avantax Planning Partners, Inc.: SLYG position timeline

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

Avantax Planning Partners, Inc. held 352,536 SLYG 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 352,536 shares
    Change vs previous 13F +19,037 shares

    1.05% of the 13F portfolio, value $41,997,651.

    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 333,499 shares
    Change vs previous 13F +16,158 shares

    0.88% of the 13F portfolio, value $32,222,646.

    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 317,341 shares
    Change vs previous 13F +25,087 shares

    0.84% of the 13F portfolio, value $29,890,387.

    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 292,254 shares
    Change vs previous 13F +20,974 shares

    0.79% of the 13F portfolio, value $27,562,449.

    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 271,280 shares
    Change vs previous 13F -88,995 shares

    0.76% of the 13F portfolio, value $24,076,138.

    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 360,275 shares
    Change vs previous 13F -15,394 shares

    1.06% of the 13F portfolio, value $29,902,788.

    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 375,669 shares
    Change vs previous 13F +17,788 shares

    1.22% of the 13F portfolio, value $33,941,739.

    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 357,881 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $33,322,292.

    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).