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Avantax Planning Partners, Inc.: SLYV position timeline

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

Avantax Planning Partners, Inc. held 176,693 SLYV 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 176,693 shares
    Change vs previous 13F -7,070 shares

    0.48% of the 13F portfolio, value $19,279,013.

    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 183,763 shares
    Change vs previous 13F -4,670 shares

    0.48% of the 13F portfolio, value $17,380,291.

    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 188,433 shares
    Change vs previous 13F -8,249 shares

    0.48% of the 13F portfolio, value $17,141,778.

    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 196,682 shares
    Change vs previous 13F -5,540 shares

    0.5% of the 13F portfolio, value $17,435,871.

    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 202,222 shares
    Change vs previous 13F +48,910 shares

    0.51% of the 13F portfolio, value $16,129,221.

    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 153,312 shares
    Change vs previous 13F +16,510 shares

    0.43% of the 13F portfolio, value $12,019,661.

    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 136,802 shares
    Change vs previous 13F -2,857 shares

    0.43% of the 13F portfolio, value $11,935,975.

    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 139,659 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,125,194.

    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).