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Avantax Planning Partners, Inc.: SUB position timeline

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

Avantax Planning Partners, Inc. held 43,970 SUB 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 43,970 shares
    Change vs previous 13F -2,146 shares

    0.12% of the 13F portfolio, value $4,681,486.

    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 46,116 shares
    Change vs previous 13F -6,104 shares

    0.13% of the 13F portfolio, value $4,911,354.

    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 52,220 shares
    Change vs previous 13F -6,951 shares

    0.16% of the 13F portfolio, value $5,571,874.

    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 59,171 shares
    Change vs previous 13F -1,974 shares

    0.18% of the 13F portfolio, value $6,318,279.

    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 61,145 shares
    Change vs previous 13F -548 shares

    0.21% of the 13F portfolio, value $6,502,159.

    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 61,693 shares
    Change vs previous 13F -576 shares

    0.23% of the 13F portfolio, value $6,514,781.

    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 62,269 shares
    Change vs previous 13F -5,935 shares

    0.24% of the 13F portfolio, value $6,568,134.

    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 68,204 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,242,583.

    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).