Skip to content
Disclosery

Avantax Planning Partners, Inc.: VXUS position timeline

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

Avantax Planning Partners, Inc. held 445,380 VXUS 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 445,380 shares
    Change vs previous 13F -3,949 shares

    0.95% of the 13F portfolio, value $38,075,494.

    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 449,329 shares
    Change vs previous 13F +1,869 shares

    0.95% of the 13F portfolio, value $34,647,796.

    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 447,460 shares
    Change vs previous 13F -22,161 shares

    0.94% of the 13F portfolio, value $33,756,358.

    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 469,621 shares
    Change vs previous 13F -9,579 shares

    0.99% of the 13F portfolio, value $34,498,362.

    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 479,200 shares
    Change vs previous 13F +55,517 shares

    1.05% of the 13F portfolio, value $33,107,939.

    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 423,683 shares
    Change vs previous 13F +3,158 shares

    0.93% of the 13F portfolio, value $26,310,714.

    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 420,525 shares
    Change vs previous 13F -1,587 shares

    0.89% of the 13F portfolio, value $24,781,538.

    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 422,112 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $27,327,531.

    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).