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Avantax Planning Partners, Inc.: SPYV position timeline

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

Avantax Planning Partners, Inc. held 509,111 SPYV 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 509,111 shares
    Change vs previous 13F -35,789 shares

    0.77% of the 13F portfolio, value $30,948,858.

    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 544,900 shares
    Change vs previous 13F +4,893 shares

    0.85% of the 13F portfolio, value $30,830,442.

    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 540,007 shares
    Change vs previous 13F -22,982 shares

    0.86% of the 13F portfolio, value $30,677,798.

    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 562,989 shares
    Change vs previous 13F -17,284 shares

    0.89% of the 13F portfolio, value $31,150,181.

    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 580,273 shares
    Change vs previous 13F +70,769 shares

    0.96% of the 13F portfolio, value $30,371,489.

    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 509,504 shares
    Change vs previous 13F +56,855 shares

    0.92% of the 13F portfolio, value $26,020,369.

    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 452,649 shares
    Change vs previous 13F -12,861 shares

    0.83% of the 13F portfolio, value $23,148,470.

    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 465,510 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $24,606,859.

    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).