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Avantax Planning Partners, Inc.: VTEI position timeline

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

Avantax Planning Partners, Inc. held 187,307 VTEI 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 187,307 shares
    Change vs previous 13F -3,000 shares

    0.47% of the 13F portfolio, value $18,912,361.

    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 190,307 shares
    Change vs previous 13F +30,334 shares

    0.52% of the 13F portfolio, value $19,019,247.

    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 159,973 shares
    Change vs previous 13F -9,005 shares

    0.45% of the 13F portfolio, value $16,130,074.

    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 168,978 shares
    Change vs previous 13F -2,063 shares

    0.49% of the 13F portfolio, value $16,953,515.

    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 171,041 shares
    Change vs previous 13F +150,395 shares

    0.53% of the 13F portfolio, value $16,857,762.

    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 20,646 shares
    Change vs previous 13F +14,747 shares

    0.07% of the 13F portfolio, value $2,040,238.

    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 5,899 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $586,302.

    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).