Avantax Planning Partners, Inc.

Position in MA — Mastercard Inc

CIK 1005441 DUBUQUE, IA

Position in MA

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

Position Value

$1,244,452

-$37,175 QoQ

Shares Held

2,423

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,900

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $6,871,618 across 5 Credit Services names. MA ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,585	$4,317,787
2	MA	Mastercard Inc This page	2,423	$1,244,452
3	AXP	American Express Co	2,549	$862,199
4	AGM	Federal Agricultural Mortgage Corp	1,238	$246,696
5	PYPL	PayPal Holdings, Inc.	4,643	$200,484

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,244,452	2,423	-5.5%	Shares	Sole	2026-07-28
2026-03-31	$1,281,627	2,565	+2.7%	Shares	Sole	2026-05-04
2025-12-31	$1,426,058	2,498	+19.4%	Shares	Sole	2026-02-05
2025-09-30	$1,190,519	2,093	+13.3%	Shares	Sole	2025-10-31
2025-06-30	$1,038,465	1,848	+10.0%	Shares	Sole	2025-08-11
2025-03-31	$920,841	1,680	+2.3%	Shares	Sole	2025-04-29
2024-12-31	$864,627	1,642	+11.9%	Shares	Sole	2025-02-07
2024-09-30	$724,898	1,468	-40.2%	Shares	Sole	2024-11-14
2024-06-30	$1,083,047	2,455	+3.7%	Shares	Sole	2024-08-09
2024-03-31	$1,139,876	2,367	-7.8%	Shares	Sole	2024-05-03
2023-12-31	$1,094,424	2,566	+12.7%	Shares	Sole	2024-02-09
2023-09-30	$901,091	2,276	+4.8%	Shares	Sole	2023-11-06
2023-06-30	$854,247	2,172	-1.3%	Shares	Sole	2023-07-18
2023-03-31	$799,865	2,201	-28.0%	Shares	Sole	2023-04-21
2022-12-31	$1,063,358	3,058	-0.3%	Shares	Sole	2023-02-10
2022-09-30	$872,070	3,067	-17.1%	Shares	Sole	2022-10-14
2022-06-30	$1,166,960	3,699	+35.0%	Shares	Sole	2022-07-18
2022-03-31	$979,221	2,740	+8.6%	Shares	Sole	2022-05-09
2021-12-31	$906,564	2,523	+9.0%	Shares	Sole	2022-01-28
2021-09-30	$804,531	2,314	+10.3%	Shares	Sole	2021-10-27
2021-06-30	$765,958	2,098	-7.5%	Shares	Sole	2021-08-10
2021-03-31	$807,521	2,268	-18.4%	Shares	Sole	2021-05-06
2020-12-31	$992,293	2,780	-44.3%	Shares	Sole	2021-02-04
2020-09-30	$1,688,820	4,994	-2.8%	Shares	Sole	2020-10-28
2020-06-30	$1,519,898	5,140	+37.1%	Shares	Sole	2020-07-15
2020-03-31	$905,850	3,750	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.