Avantax Planning Partners, Inc.
Position in SLDE — Slide Insurance Holdings, Inc.
CIK 1005441
DUBUQUE, IA
Position in SLDE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,142,522
-$1,137,286 QoQ
Shares Held
119,029
-29.3% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SLDE Over Time
Shares Held
Position Value (USD)
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.
All Filings in SLDE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,142,522 | 119,029 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,279,808 | 168,368 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $291,233 | 18,450 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||