Avantax Planning Partners, Inc.

Position in SNA — Snap-on Inc

CIK 1005441 DUBUQUE, IA

Position in SNA

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

Position Value

$514,669

+$46,842 QoQ

Shares Held

1,279

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#611

of 1,057 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $953,390 across 2 Tools & Accessories names. SNA ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SNA	Snap-on Inc This page	1,279	$514,669
2	TKR	Timken Co	3,019	$438,721

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,669	1,279	-0.7%	Shares	Sole	2026-07-28
2026-03-31	$467,827	1,288	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$443,500	1,287	+0.2%	Shares	Sole	2026-02-05
2025-09-30	$445,291	1,285	-1.5%	Shares	Sole	2025-10-31
2025-06-30	$405,778	1,304	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$439,124	1,303	+0.1%	Shares	Sole	2025-04-29
2024-12-31	$442,002	1,302	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$376,623	1,300	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$341,636	1,307	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$386,863	1,306	+17.3%	Shares	Sole	2024-05-03
2023-12-31	$321,478	1,113	-1.6%	Shares	Sole	2024-02-09
2023-09-30	$288,472	1,131	+3.5%	Shares	Sole	2023-11-06
2023-06-30	$314,991	1,093	+3.7%	Shares	Sole	2023-07-18
2023-03-31	$260,222	1,054	+12.4%	Shares	Sole	2023-04-21
2022-12-31	$214,323	938	-33.3%	Shares	Sole	2023-02-10
2022-06-30	$277,024	1,406	+5.6%	Shares	Sole	2022-07-18
2022-03-31	$273,493	1,331	0.0%	Shares	Sole	2022-05-09
2021-12-31	$286,670	1,331	0.0%	Shares	Sole	2022-01-28
2021-09-30	$278,112	1,331	0.0%	Shares	Sole	2021-10-27
2021-06-30	$297,385	1,331	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.