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Avantax Planning Partners, Inc.: VWO position timeline

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

Avantax Planning Partners, Inc. held 192,975 VWO 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 192,975 shares
    Change vs previous 13F -13,748 shares

    0.29% of the 13F portfolio, value $11,518,692.

    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 206,723 shares
    Change vs previous 13F -10,653 shares

    0.31% of the 13F portfolio, value $11,173,388.

    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 217,376 shares
    Change vs previous 13F -48,155 shares

    0.33% of the 13F portfolio, value $11,686,144.

    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 265,531 shares
    Change vs previous 13F -9,349 shares

    0.41% of the 13F portfolio, value $14,386,492.

    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 274,880 shares
    Change vs previous 13F -3,655 shares

    0.43% of the 13F portfolio, value $13,595,542.

    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 278,535 shares
    Change vs previous 13F -6,756 shares

    0.45% of the 13F portfolio, value $12,606,511.

    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 285,291 shares
    Change vs previous 13F -14,372 shares

    0.45% of the 13F portfolio, value $12,564,223.

    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 299,663 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $14,338,878.

    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).