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Avantax Planning Partners, Inc.: TXN position timeline

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

Avantax Planning Partners, Inc. held 46,385 TXN 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 46,385 shares
    Change vs previous 13F -922 shares

    0.34% of the 13F portfolio, value $13,825,916.

    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 47,307 shares
    Change vs previous 13F -4,270 shares

    0.25% of the 13F portfolio, value $9,184,227.

    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 51,577 shares
    Change vs previous 13F +601 shares

    0.25% of the 13F portfolio, value $8,948,014.

    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 50,976 shares
    Change vs previous 13F +1,737 shares

    0.27% of the 13F portfolio, value $9,365,742.

    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 49,239 shares
    Change vs previous 13F +1,148 shares

    0.32% of the 13F portfolio, value $10,223,090.

    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 48,091 shares
    Change vs previous 13F +1,474 shares

    0.31% of the 13F portfolio, value $8,641,916.

    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 46,617 shares
    Change vs previous 13F +1,275 shares

    0.32% of the 13F portfolio, value $8,741,246.

    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 45,342 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $9,366,236.

    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).