Avantax Planning Partners, Inc.
Position in BIPH — Brookfield Infrastructure Partners L.P.
CIK 1005441
DUBUQUE, IA
Position in BIPH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$265,054
+$5,501 QoQ
Shares Held
17,189
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#172
of 350 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $1,147,100 across 3 Utilities - Diversified names. BIPH ranks #2 (23.1% of the industry book) .
All Filings in BIPH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,054 | 17,189 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $259,553 | 17,189 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $280,008 | 17,189 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $290,665 | 17,189 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $272,617 | 17,189 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $283,274 | 17,189 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $286,368 | 17,189 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $341,283 | 17,729 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $312,916 | 17,729 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $326,390 | 17,729 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $297,492 | 17,729 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $295,897 | 17,729 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||