Skip to content
Disclosery

Avantax Planning Partners, Inc.: T position timeline

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

Avantax Planning Partners, Inc. held 44,782 T 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 44,782 shares
    Change vs previous 13F -637 shares

    0.02% of the 13F portfolio, value $926,978.

    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 45,419 shares
    Change vs previous 13F -8,156 shares

    0.04% of the 13F portfolio, value $1,316,709.

    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 53,575 shares
    Change vs previous 13F +1,596 shares

    0.04% of the 13F portfolio, value $1,330,793.

    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 51,979 shares
    Change vs previous 13F -2,868 shares

    0.04% of the 13F portfolio, value $1,467,880.

    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 54,847 shares
    Change vs previous 13F +9,184 shares

    0.05% of the 13F portfolio, value $1,587,273.

    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 45,663 shares
    Change vs previous 13F -1,592 shares

    0.05% of the 13F portfolio, value $1,291,360.

    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 47,255 shares
    Change vs previous 13F -3,249 shares

    0.04% of the 13F portfolio, value $1,076,005.

    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 50,504 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,111,083.

    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).