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Avantax Planning Partners, Inc.: VGT position timeline

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

Avantax Planning Partners, Inc. held 55,364 VGT 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 55,364 shares
    Change vs previous 13F +48,285 shares

    0.16% of the 13F portfolio, value $6,617,131.

    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 7,079 shares
    Change vs previous 13F +4,821 shares

    0.14% of the 13F portfolio, value $4,939,263.

    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 2,258 shares
    Change vs previous 13F -1,252 shares

    0.05% of the 13F portfolio, value $1,701,929.

    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 3,510 shares
    Change vs previous 13F +82 shares

    0.08% of the 13F portfolio, value $2,620,424.

    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 3,428 shares
    Change vs previous 13F -335 shares

    0.07% of the 13F portfolio, value $2,274,020.

    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 3,763 shares
    Change vs previous 13F +605 shares

    0.07% of the 13F portfolio, value $2,041,109.

    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 3,158 shares
    Change vs previous 13F -197 shares

    0.07% of the 13F portfolio, value $1,963,404.

    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 3,355 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,967,890.

    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).