Avantax Planning Partners, Inc.
    SEC Filings

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    All SEC filings by Avantax Planning Partners, Inc. — annual and quarterly reports, current reports, registrations, proxies and ownership forms, updated in real time.

    Financials

    No results found.

    Events

    No results found.

    Registrations and Prospectuses

    No results found.

    Proxies

    N-PXAnnual report of proxy voting recordAug 14, 2026
    N-PXAnnual report of proxy voting recordAug 11, 2025
    N-PXAnnual report of proxy voting recordAug 27, 2024

    Other

    No results found.

    Ownership

    13F-HRQuarterly holdings report by institutional managerJul 28, 2026
    13F-HRQuarterly holdings report by institutional managerMay 4, 2026
    13F-HRQuarterly holdings report by institutional managerFeb 4, 2026
    13F-HRQuarterly holdings report by institutional managerOct 31, 2025
    13F-HRQuarterly holdings report by institutional managerAug 11, 2025
    13F-HRQuarterly holdings report by institutional managerApr 28, 2025
    13F-HRQuarterly holdings report by institutional managerFeb 7, 2025
    13F-HRQuarterly holdings report by institutional managerNov 13, 2024
    13F-HRQuarterly holdings report by institutional managerAug 9, 2024
    13F-HRQuarterly holdings report by institutional managerMay 2, 2024