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Avantax Planning Partners, Inc.: VTEB position timeline

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

Avantax Planning Partners, Inc. held 96,001 VTEB 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 96,001 shares
    Change vs previous 13F +2,448 shares

    0.12% of the 13F portfolio, value $4,855,749.

    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 93,553 shares
    Change vs previous 13F -54,890 shares

    0.13% of the 13F portfolio, value $4,667,371.

    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 148,443 shares
    Change vs previous 13F -7,132 shares

    0.21% of the 13F portfolio, value $7,465,201.

    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 155,575 shares
    Change vs previous 13F -12,284 shares

    0.22% of the 13F portfolio, value $7,789,631.

    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 167,859 shares
    Change vs previous 13F -4,793 shares

    0.26% of the 13F portfolio, value $8,230,108.

    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 172,652 shares
    Change vs previous 13F -6,277 shares

    0.3% of the 13F portfolio, value $8,567,014.

    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 178,929 shares
    Change vs previous 13F -3,355 shares

    0.32% of the 13F portfolio, value $8,969,727.

    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 182,284 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,318,364.

    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).