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Avantax Planning Partners, Inc.: VYM position timeline

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

Avantax Planning Partners, Inc. held 58,200 VYM 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 58,200 shares
    Change vs previous 13F -2,865 shares

    0.23% of the 13F portfolio, value $9,197,356.

    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 61,065 shares
    Change vs previous 13F -9,206 shares

    0.25% of the 13F portfolio, value $9,043,689.

    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 70,271 shares
    Change vs previous 13F +1,897 shares

    0.28% of the 13F portfolio, value $10,085,315.

    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 68,374 shares
    Change vs previous 13F -2,715 shares

    0.28% of the 13F portfolio, value $9,637,335.

    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 71,089 shares
    Change vs previous 13F +1,898 shares

    0.3% of the 13F portfolio, value $9,476,893.

    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 69,191 shares
    Change vs previous 13F +2,745 shares

    0.32% of the 13F portfolio, value $8,922,888.

    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 66,446 shares
    Change vs previous 13F -1,138 shares

    0.31% of the 13F portfolio, value $8,477,861.

    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 67,584 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,664,283.

    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).