Skip to content
Disclosery

Avantax Planning Partners, Inc.: VIG position timeline

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

Avantax Planning Partners, Inc. held 153,420 VIG 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 153,420 shares
    Change vs previous 13F -21,040 shares

    0.9% of the 13F portfolio, value $36,302,241.

    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 174,460 shares
    Change vs previous 13F -50,797 shares

    1.03% of the 13F portfolio, value $37,519,313.

    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 225,257 shares
    Change vs previous 13F -9,247 shares

    1.38% of the 13F portfolio, value $49,506,939.

    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 234,504 shares
    Change vs previous 13F -2,636 shares

    1.45% of the 13F portfolio, value $50,603,578.

    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 237,140 shares
    Change vs previous 13F +66,504 shares

    1.54% of the 13F portfolio, value $48,535,367.

    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 170,636 shares
    Change vs previous 13F +3,714 shares

    1.17% of the 13F portfolio, value $33,101,750.

    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 166,922 shares
    Change vs previous 13F -3,894 shares

    1.18% of the 13F portfolio, value $32,688,321.

    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 170,816 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $33,831,846.

    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).