Avantax Planning Partners, Inc.

Position in V — Visa Inc.

CIK 1005441 DUBUQUE, IA

Position in V

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

Position Value

$4,317,787

+$546,739 QoQ

Shares Held

12,585

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,775

of 4,498 holders

Holding Since

Mar 2020

26 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. V ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	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.	4,643	$200,484

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,317,787	12,585	+0.9%	Shares	Sole	2026-07-28
2026-03-31	$3,771,048	12,477	+4.8%	Shares	Sole	2026-05-04
2025-12-31	$4,176,605	11,909	+5.6%	Shares	Sole	2026-02-05
2025-09-30	$3,849,742	11,277	+10.6%	Shares	Sole	2025-10-31
2025-06-30	$3,618,669	10,192	+6.4%	Shares	Sole	2025-08-11
2025-03-31	$3,356,004	9,576	+8.9%	Shares	Sole	2025-04-29
2024-12-31	$2,779,571	8,795	+12.6%	Shares	Sole	2025-02-07
2024-09-30	$2,147,634	7,811	-36.3%	Shares	Sole	2024-11-14
2024-06-30	$3,217,882	12,260	-8.0%	Shares	Sole	2024-08-09
2024-03-31	$3,719,578	13,328	+10.0%	Shares	Sole	2024-05-03
2023-12-31	$3,153,359	12,112	+7.6%	Shares	Sole	2024-02-09
2023-09-30	$2,590,142	11,261	+2.7%	Shares	Sole	2023-11-06
2023-06-30	$2,603,968	10,965	-0.4%	Shares	Sole	2023-07-18
2023-03-31	$2,482,314	11,010	-18.0%	Shares	Sole	2023-04-21
2022-12-31	$2,790,216	13,430	+6.4%	Shares	Sole	2023-02-10
2022-09-30	$2,241,943	12,620	+21.5%	Shares	Sole	2022-10-14
2022-06-30	$2,045,490	10,389	+17.8%	Shares	Sole	2022-07-18
2022-03-31	$1,956,454	8,822	+2.1%	Shares	Sole	2022-05-09
2021-12-31	$1,872,591	8,641	+4.0%	Shares	Sole	2022-01-28
2021-09-30	$1,850,161	8,306	+0.3%	Shares	Sole	2021-10-27
2021-06-30	$1,935,795	8,279	-2.2%	Shares	Sole	2021-08-10
2021-03-31	$1,791,659	8,462	-21.3%	Shares	Sole	2021-05-06
2020-12-31	$2,352,222	10,754	-54.8%	Shares	Sole	2021-02-04
2020-09-30	$4,754,086	23,774	-9.5%	Shares	Sole	2020-10-28
2020-06-30	$5,073,223	26,263	+12.1%	Shares	Sole	2020-07-15
2020-03-31	$3,774,719	23,428	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.