Avantax Planning Partners, Inc.

Position in MS — Morgan Stanley

CIK 1005441 DUBUQUE, IA

Position in MS

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

Position Value

$548,311

+$24,156 QoQ

Shares Held

2,623

-17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,732

of 2,722 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $1,368,340 across 4 Capital Markets names. MS ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	2,623	$548,311
2	SCHW	Schwab Charles Corp	4,151	$383,012
3	RIOT	Riot Platforms, Inc.	8,315	$227,664
4	GS	Goldman Sachs Group Inc	207	$209,353

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$548,311	2,623	-17.6%	Shares	Sole	2026-07-28
2026-03-31	$524,155	3,185	+2.8%	Shares	Sole	2026-05-04
2025-12-31	$549,987	3,098	+0.6%	Shares	Sole	2026-02-05
2025-09-30	$489,437	3,079	-1.3%	Shares	Sole	2025-10-31
2025-06-30	$439,483	3,120	-1.9%	Shares	Sole	2025-08-11
2025-03-31	$371,010	3,180	-1.6%	Shares	Sole	2025-04-29
2024-12-31	$406,452	3,233	-1.3%	Shares	Sole	2025-02-07
2024-09-30	$341,490	3,276	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$317,519	3,267	-10.5%	Shares	Sole	2024-08-09
2024-03-31	$343,589	3,649	-12.3%	Shares	Sole	2024-05-03
2023-12-31	$388,199	4,163	+0.8%	Shares	Sole	2024-02-09
2023-09-30	$337,378	4,131	+4.6%	Shares	Sole	2023-11-06
2023-06-30	$337,244	3,949	+3.5%	Shares	Sole	2023-07-18
2023-03-31	$334,957	3,815	-6.0%	Shares	Sole	2023-04-21
2022-12-31	$345,011	4,058	-12.7%	Shares	Sole	2023-02-10
2022-09-30	$367,159	4,647	-8.4%	Shares	Sole	2022-10-14
2022-06-30	$385,700	5,071	+5.6%	Shares	Sole	2022-07-18
2022-03-31	$419,869	4,804	+8.7%	Shares	Sole	2022-05-09
2021-12-31	$433,769	4,419	-3.3%	Shares	Sole	2022-01-28
2021-09-30	$444,609	4,569	+3.5%	Shares	Sole	2021-10-27
2021-06-30	$404,719	4,414	+34.5%	Shares	Sole	2021-08-10
2021-03-31	$254,880	3,282	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.