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Avantax Planning Partners, Inc.: VOE position timeline

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

Avantax Planning Partners, Inc. held 50,008 VOE 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 50,008 shares
    Change vs previous 13F -2,391 shares

    0.25% of the 13F portfolio, value $9,881,583.

    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 52,399 shares
    Change vs previous 13F -914 shares

    0.27% of the 13F portfolio, value $9,656,004.

    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 53,313 shares
    Change vs previous 13F -996 shares

    0.26% of the 13F portfolio, value $9,456,127.

    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 54,309 shares
    Change vs previous 13F -2,046 shares

    0.27% of the 13F portfolio, value $9,481,265.

    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 56,355 shares
    Change vs previous 13F +10,015 shares

    0.29% of the 13F portfolio, value $9,268,143.

    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 46,340 shares
    Change vs previous 13F +4,022 shares

    0.26% of the 13F portfolio, value $7,439,424.

    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 42,318 shares
    Change vs previous 13F -1,793 shares

    0.25% of the 13F portfolio, value $6,845,783.

    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 44,111 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,396,091.

    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).