Avantax Planning Partners, Inc.
Position in PAA — Plains All American Pipeline LP
CIK 1005441
DUBUQUE, IA
Position in PAA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$367,290
-$1,155 QoQ
Shares Held
16,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#237
of 418 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,063,257 across 8 Oil & Gas Midstream names. PAA ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
44,164 | $3,839,618 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
34,752 | $1,277,483 | |
| 3 | ENB |
Enbridge Inc
|
13,029 | $706,302 | |
| 4 | ET |
Energy Transfer LP
|
33,356 | $637,766 | |
| 5 | TRP |
Tc Energy Corp
|
8,838 | $585,871 | |
| 6 | WMB |
Williams Companies, Inc.
|
5,369 | $399,131 | |
| 7 | PAA |
Plains All American Pipeline LP
This page
|
16,500 | $367,290 | |
| 8 | PBA |
Pembina Pipeline Corp
|
5,401 | $249,796 |
All Filings in PAA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,290 | 16,500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $368,445 | 16,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $335,852 | 18,700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $319,022 | 18,700 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $342,584 | 18,700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $320,000 | 16,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $239,120 | 14,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $243,180 | 14,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $250,040 | 14,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $245,840 | 14,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $212,100 | 14,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $214,480 | 14,000 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||