Position in TPL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$322,978
-$27,247 QoQ
Shares Held
738
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#631
of 865 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TPL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $12,252,565 across 5 Oil & Gas E&P names. TPL ranks #3 (2.6% of the industry book) .
All Filings in TPL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,978 | 738 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $350,225 | 738 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $211,968 | 738 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $229,675 | 246 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $259,871 | 246 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $325,947 | 246 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $272,066 | 246 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $217,646 | 246 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||