Position in L
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$202,532
New position
Shares Held
1,789
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#595
of 781 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $1,953,025 across 5 Insurance - Property & Casualty names. L ranks #5 (10.4% of the industry book) .
All Filings in L
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,532 | 1,789 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||