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Avantax Planning Partners, Inc.: VIGI position timeline

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

Avantax Planning Partners, Inc. held 193,578 VIGI 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 193,578 shares
    Change vs previous 13F +2,701 shares

    0.45% of the 13F portfolio, value $18,076,330.

    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 190,877 shares
    Change vs previous 13F -2,081 shares

    0.46% of the 13F portfolio, value $16,884,938.

    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 192,958 shares
    Change vs previous 13F -2,998 shares

    0.49% of the 13F portfolio, value $17,646,036.

    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 195,956 shares
    Change vs previous 13F +3,990 shares

    0.5% of the 13F portfolio, value $17,551,786.

    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 191,966 shares
    Change vs previous 13F -5,189 shares

    0.55% of the 13F portfolio, value $17,299,999.

    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 197,155 shares
    Change vs previous 13F +7,544 shares

    0.58% of the 13F portfolio, value $16,352,002.

    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 189,611 shares
    Change vs previous 13F +8,011 shares

    0.55% of the 13F portfolio, value $15,166,955.

    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 181,600 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $16,031,646.

    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).