Skip to content
Disclosery

Avantax Planning Partners, Inc.: TLH position timeline

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

Avantax Planning Partners, Inc. held 100,328 TLH 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 100,328 shares
    Change vs previous 13F -4,938 shares

    0.25% of the 13F portfolio, value $10,067,923.

    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 105,266 shares
    Change vs previous 13F +14,184 shares

    0.29% of the 13F portfolio, value $10,602,383.

    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 91,082 shares
    Change vs previous 13F -554 shares

    0.26% of the 13F portfolio, value $9,260,288.

    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 91,636 shares
    Change vs previous 13F -3,194 shares

    0.27% of the 13F portfolio, value $9,437,553.

    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 94,830 shares
    Change vs previous 13F +10,738 shares

    0.31% of the 13F portfolio, value $9,634,776.

    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 84,092 shares
    Change vs previous 13F +45,103 shares

    0.31% of the 13F portfolio, value $8,724,580.

    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 38,989 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,880,991.

    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).