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Avantax Planning Partners, Inc.: VBK position timeline

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

Avantax Planning Partners, Inc. held 49,306 VBK 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 49,306 shares
    Change vs previous 13F -1,221 shares

    0.45% of the 13F portfolio, value $18,031,372.

    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 50,527 shares
    Change vs previous 13F -495 shares

    0.42% of the 13F portfolio, value $15,271,825.

    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 51,022 shares
    Change vs previous 13F -3,563 shares

    0.43% of the 13F portfolio, value $15,414,135.

    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 54,585 shares
    Change vs previous 13F -954 shares

    0.47% of the 13F portfolio, value $16,245,599.

    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 55,539 shares
    Change vs previous 13F +18,352 shares

    0.49% of the 13F portfolio, value $15,380,981.

    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 37,187 shares
    Change vs previous 13F +7,304 shares

    0.33% of the 13F portfolio, value $9,362,580.

    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 29,883 shares
    Change vs previous 13F -678 shares

    0.3% of the 13F portfolio, value $8,369,043.

    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 30,561 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,171,104.

    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).