Avantax Planning Partners, Inc.

Position in EW — Edwards Lifesciences Corp

CIK 1005441 DUBUQUE, IA

Position in EW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$219,275

+$10,669 QoQ

Shares Held

2,424

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#989

of 1,310 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $3,001,303 across 5 Medical Devices names. EW ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	17,205	$1,561,181
2	SYK	Stryker Corp	1,995	$628,105
3	MDT	Medtronic plc	4,908	$383,952
4	EW	Edwards Lifesciences Corp This page	2,424	$219,275
5	BSX	Boston Scientific Corp	4,892	$208,790

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,275	2,424	-0.9%	Shares	Sole	2026-07-28
2025-12-31	$208,606	2,447	+4.7%	Shares	Sole	2026-02-05
2024-06-30	$215,961	2,338	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$223,992	2,344	-3.0%	Shares	Sole	2024-05-03
2023-06-30	$227,901	2,416	-6.9%	Shares	Sole	2023-07-18
2022-06-30	$246,663	2,594	+0.2%	Shares	Sole	2022-07-18
2022-03-31	$304,659	2,588	-1.1%	Shares	Sole	2022-05-09
2021-12-31	$338,902	2,616	+1.1%	Shares	Sole	2022-01-28
2021-09-30	$292,987	2,588	0.0%	Shares	Sole	2021-10-27
2021-06-30	$268,039	2,588	+8.5%	Shares	Sole	2021-08-10
2020-12-31	$217,583	2,385	-21.6%	Shares	Sole	2021-02-04
2020-09-30	$242,812	3,042	0.0%	Shares	Sole	2020-10-28
2020-06-30	$210,232	3,042	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.