Avantax Planning Partners, Inc.: SNA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on SNA, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 1,279 SNA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,279 sharesChange vs previous 13F -9 shares
0.01% of the 13F portfolio, value $514,846.
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 1,288 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $467,762.
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 1,287 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $443,557.
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 1,285 sharesChange vs previous 13F -19 shares
0.01% of the 13F portfolio, value $445,426.
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 1,304 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $405,699.
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 1,303 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $439,154.
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 1,302 sharesChange vs previous 13F +2 shares
0.02% of the 13F portfolio, value $441,853.
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 1,300 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $376,643.
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).