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Avantax Planning Partners, Inc.: VTV position timeline

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

Avantax Planning Partners, Inc. held 41,266 VTV 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 41,266 shares
    Change vs previous 13F -35 shares

    0.22% of the 13F portfolio, value $8,993,099.

    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 41,301 shares
    Change vs previous 13F +185 shares

    0.22% of the 13F portfolio, value $8,103,256.

    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 41,116 shares
    Change vs previous 13F -762 shares

    0.22% of the 13F portfolio, value $7,852,745.

    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 41,878 shares
    Change vs previous 13F -391 shares

    0.22% of the 13F portfolio, value $7,809,828.

    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 42,269 shares
    Change vs previous 13F -1,401 shares

    0.24% of the 13F portfolio, value $7,470,623.

    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 43,670 shares
    Change vs previous 13F -394 shares

    0.27% of the 13F portfolio, value $7,543,624.

    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 44,064 shares
    Change vs previous 13F -2,980 shares

    0.27% of the 13F portfolio, value $7,460,102.

    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 47,044 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,212,540.

    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).