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Avantax Planning Partners, Inc.: VOO position timeline

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

Avantax Planning Partners, Inc. held 64,219 VOO 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 64,219 shares
    Change vs previous 13F -699 shares

    1.1% of the 13F portfolio, value $44,106,194.

    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 64,918 shares
    Change vs previous 13F +61,143 shares

    1.07% of the 13F portfolio, value $38,791,945.

    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 3,775 shares
    Change vs previous 13F -53 shares

    0.07% of the 13F portfolio, value $2,367,234.

    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 3,828 shares
    Change vs previous 13F +116 shares

    0.07% of the 13F portfolio, value $2,344,274.

    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 3,712 shares
    Change vs previous 13F +333 shares

    0.07% of the 13F portfolio, value $2,108,675.

    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 3,379 shares
    Change vs previous 13F +103 shares

    0.06% of the 13F portfolio, value $1,736,266.

    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 3,276 shares
    Change vs previous 13F -101 shares

    0.06% of the 13F portfolio, value $1,765,264.

    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 3,377 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,781,778.

    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).