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Avantax Planning Partners, Inc.: VEA position timeline

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

Avantax Planning Partners, Inc. held 44,798 VEA 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 44,798 shares
    Change vs previous 13F -1,361 shares

    0.08% of the 13F portfolio, value $3,191,854.

    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 46,159 shares
    Change vs previous 13F +916 shares

    0.08% of the 13F portfolio, value $2,957,866.

    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 45,243 shares
    Change vs previous 13F -1,159 shares

    0.08% of the 13F portfolio, value $2,826,307.

    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 46,402 shares
    Change vs previous 13F -3,736 shares

    0.08% of the 13F portfolio, value $2,780,384.

    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 50,138 shares
    Change vs previous 13F -509 shares

    0.09% of the 13F portfolio, value $2,858,352.

    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 50,647 shares
    Change vs previous 13F -683 shares

    0.09% of the 13F portfolio, value $2,574,403.

    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 51,330 shares
    Change vs previous 13F -3,868 shares

    0.09% of the 13F portfolio, value $2,454,623.

    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 55,198 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,915,023.

    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).