Skip to content
Disclosery

Avantax Planning Partners, Inc.: XLK position timeline

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

Avantax Planning Partners, Inc. held 20,524 XLK 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 20,524 shares
    Change vs previous 13F -741 shares

    0.1% of the 13F portfolio, value $3,910,263.

    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 21,265 shares
    Change vs previous 13F -383 shares

    0.08% of the 13F portfolio, value $2,826,059.

    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 21,648 shares
    Change vs previous 13F +11,753 shares

    0.09% of the 13F portfolio, value $3,116,659.

    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 9,895 shares
    Change vs previous 13F -756 shares

    0.08% of the 13F portfolio, value $2,789,009.

    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 10,651 shares
    Change vs previous 13F +1,877 shares

    0.09% of the 13F portfolio, value $2,697,180.

    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 8,774 shares
    Change vs previous 13F -81 shares

    0.06% of the 13F portfolio, value $1,811,607.

    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 8,855 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $2,058,876.

    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 8,853 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,998,761.

    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).