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Avantax Planning Partners, Inc.: SPTL position timeline

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

Avantax Planning Partners, Inc. held 4,547,125 SPTL 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 4,547,125 shares
    Change vs previous 13F +232,863 shares

    2.97% of the 13F portfolio, value $119,271,092.

    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 4,314,262 shares
    Change vs previous 13F +123,156 shares

    3.12% of the 13F portfolio, value $113,465,086.

    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 4,191,106 shares
    Change vs previous 13F +162,742 shares

    3.1% of the 13F portfolio, value $110,938,585.

    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 4,028,364 shares
    Change vs previous 13F +190,390 shares

    3.11% of the 13F portfolio, value $108,564,404.

    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 3,837,974 shares
    Change vs previous 13F +120,795 shares

    3.24% of the 13F portfolio, value $102,013,336.

    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 3,717,179 shares
    Change vs previous 13F +106,873 shares

    3.59% of the 13F portfolio, value $101,330,298.

    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 3,610,306 shares
    Change vs previous 13F +63,123 shares

    3.41% of the 13F portfolio, value $94,553,913.

    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 3,547,183 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $103,116,608.

    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).