Avantax Planning Partners, Inc.
Position in AGM — Federal Agricultural Mortgage Corp
CIK 1005441
DUBUQUE, IA
Position in AGM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$246,696
+$29,341 QoQ
Shares Held
1,238
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#164
of 255 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $6,871,618 across 5 Credit Services names. AGM ranks #4 (3.6% of the industry book) .
All Filings in AGM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,696 | 1,238 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $217,355 | 1,238 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $207,959 | 1,238 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $240,518 | 1,238 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $232,137 | 1,238 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $243,824 | 1,238 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $232,013 | 1,238 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $223,855 | 1,238 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $243,737 | 1,238 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $236,730 | 1,238 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||