Avantax Planning Partners, Inc.

Position in PYPL — PayPal Holdings, Inc.

CIK 1005441 DUBUQUE, IA

Position in PYPL

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

Position Value

$200,484

-$20,374 QoQ

Shares Held

4,643

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#979

of 1,371 holders

Holding Since

Mar 2020

23 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. PYPL ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,585	$4,317,787
2	MA	Mastercard Inc	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. This page	4,643	$200,484

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,484	4,643	-4.9%	Shares	Sole	2026-07-28
2026-03-31	$220,858	4,883	+61.2%	Shares	Sole	2026-05-04
2025-09-30	$203,191	3,030	+1.2%	Shares	Sole	2025-10-31
2025-06-30	$222,588	2,995	-9.6%	Shares	Sole	2025-08-11
2025-03-31	$216,108	3,312	+0.4%	Shares	Sole	2025-04-29
2024-12-31	$281,484	3,298	-2.4%	Shares	Sole	2025-02-07
2024-09-30	$263,741	3,380	-34.5%	Shares	Sole	2024-11-14
2024-06-30	$299,492	5,161	+1.3%	Shares	Sole	2024-08-09
2024-03-31	$341,180	5,093	+40.7%	Shares	Sole	2024-05-03
2023-06-30	$241,495	3,619	-2.5%	Shares	Sole	2023-07-18
2023-03-31	$281,889	3,712	-44.7%	Shares	Sole	2023-04-21
2022-12-31	$477,957	6,711	+3.6%	Shares	Sole	2023-02-10
2022-09-30	$557,733	6,480	-50.1%	Shares	Sole	2022-10-14
2022-06-30	$906,802	12,984	+46.6%	Shares	Sole	2022-07-18
2022-03-31	$1,024,543	8,859	+33.2%	Shares	Sole	2022-05-09
2021-12-31	$1,254,622	6,653	+4.6%	Shares	Sole	2022-01-28
2021-09-30	$1,654,415	6,358	+17.4%	Shares	Sole	2021-10-27
2021-06-30	$1,578,072	5,414	-8.5%	Shares	Sole	2021-08-10
2021-03-31	$1,437,369	5,919	-6.6%	Shares	Sole	2021-05-06
2020-12-31	$1,484,828	6,340	-8.8%	Shares	Sole	2021-02-04
2020-09-30	$1,369,752	6,952	-4.1%	Shares	Sole	2020-10-28
2020-06-30	$1,263,341	7,251	+78.0%	Shares	Sole	2020-07-15
2020-03-31	$390,044	4,074	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.