Avantax Planning Partners, Inc.

Position in CMCSA — Comcast Corp

CIK 1005441 DUBUQUE, IA

Position in CMCSA

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$284,200

+$26,130 QoQ

Shares Held

9,899

+7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $9,813,009 across 2 Telecom Services names.

#	Ticker	Company	Shares	Value (USD)	Open
1	VZ	Verizon Communications Inc	209,873	$8,886,022
2	T	At&T Inc.	44,782	$926,987

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$284,200	9,899	+14.7%	Shares	Sole	2026-05-04
2025-12-31	$258,070	8,634	+0.3%	Shares	Sole	2026-02-05
2025-09-30	$270,462	8,608	-9.8%	Shares	Sole	2025-10-31
2025-06-30	$340,732	9,547	-3.7%	Shares	Sole	2025-08-11
2025-03-31	$365,936	9,917	-26.6%	Shares	Sole	2025-04-29
2024-12-31	$506,955	13,508	-19.0%	Shares	Sole	2025-02-07
2024-09-30	$696,555	16,676	-4.7%	Shares	Sole	2024-11-14
2024-06-30	$685,456	17,504	+53.8%	Shares	Sole	2024-08-09
2024-03-31	$493,366	11,381	-5.0%	Shares	Sole	2024-05-03
2023-12-31	$525,322	11,980	+4.5%	Shares	Sole	2024-02-09
2023-09-30	$508,092	11,459	-7.8%	Shares	Sole	2023-11-06
2023-06-30	$516,383	12,428	-11.4%	Shares	Sole	2023-07-18
2023-03-31	$531,914	14,031	-4.5%	Shares	Sole	2023-04-21
2022-12-31	$513,883	14,695	+9.7%	Shares	Sole	2023-02-10
2022-09-30	$392,846	13,394	-10.6%	Shares	Sole	2022-10-14
2022-06-30	$588,011	14,985	-6.5%	Shares	Sole	2022-07-18
2022-03-31	$750,055	16,020	-4.2%	Shares	Sole	2022-05-09
2021-12-31	$841,265	16,715	-13.6%	Shares	Sole	2022-01-28
2021-09-30	$1,081,686	19,340	+10.9%	Shares	Sole	2021-10-27
2021-06-30	$994,712	17,445	+13.7%	Shares	Sole	2021-08-10
2021-03-31	$830,318	15,345	+8.4%	Shares	Sole	2021-05-06
2020-12-31	$742,089	14,162	-8.5%	Shares	Sole	2021-02-04
2020-09-30	$715,780	15,473	+0.2%	Shares	Sole	2020-10-28
2020-06-30	$601,889	15,441	-38.6%	Shares	Sole	2020-07-15
2020-03-31	$864,348	25,141	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.