Avantax Planning Partners, Inc.

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Dubuque, IA
CIK
0001005441
Alternate names
HONKAMP KRUEGER FINANCIAL SERVICES, INC., HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 377 2,462,373 13F-HR 4/20/2023 000108514623001802 Avantax Planning Partners, Inc.
Q4 2022 367 2,519,993 13F-HR 2/9/2023 000108514623000943 Avantax Planning Partners, Inc.
Q3 2022 347 2,220,299 13F-HR 10/14/2022 000100544122000005 Avantax Planning Partners, Inc.
Q2 2022 343 2,340,794 13F-HR 7/18/2022 000100544122000004 Avantax Planning Partners, Inc.
Q1 2022 359 2,519,052 13F-HR 5/9/2022 000100544122000003 Avantax Planning Partners, Inc.
Q4 2021 355 2,431,447 13F-HR 1/28/2022 000100544122000002 Avantax Planning Partners, Inc.
Q3 2021 339 2,167,787 13F-HR 10/27/2021 000100544121000006 Avantax Planning Partners, Inc.
Q2 2021 328 2,131,860 13F-HR 8/10/2021 000100544121000005 Avantax Planning Partners, Inc.
Q1 2021 314 1,939,623 13F-HR 5/5/2021 000100544121000004 Avantax Planning Partners, Inc.
Q4 2020 288 1,943,490 13F-HR 2/4/2021 000100544121000002 Avantax Planning Partners, Inc.
Q3 2020 296 1,892,478 13F-HR 10/28/2020 000100544120000006 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q2 2020 280 1,770,531 13F-HR 7/15/2020 000100544120000005 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q1 2020 271 1,436,140 13F-HR 4/27/2020 000100544120000003 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q4 2019 307 1,699,623 13F-HR 1/15/2020 000100544120000001 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q3 2019 305 1,628,502 13F-HR 11/8/2019 000100544119000005 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q2 2019 299 1,545,749 13F-HR 8/7/2019 000100544119000004 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q1 2019 294 1,440,382 13F-HR 5/8/2019 000100544119000003 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q4 2018 277 1,325,934 13F-HR 2/14/2019 000100544119000001 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q3 2018 1,479 1,248,983 13F-HR 11/13/2018 000100544118000005 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q2 2018 239 1,119,482 13F-HR 8/13/2018 000100544118000004 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q1 2018 1,922 1,164,544 13F-HR 5/15/2018 000100544118000003 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q4 2017 309 1,092,243 13F-HR 2/9/2018 000100544118000001 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q3 2017 365 1,268,894 13F-HR 10/19/2017 000100544117000007 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q2 2017 339 1,186,856 13F-HR 7/27/2017 000100544117000006 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q1 2017 332 1,118,795 13F-HR 4/12/2017 000100544117000005 HONKAMP KRUEGER FINANCIAL SERVICES, INC.
Q4 2016 317 937,509 13F-HR 2/9/2017 000100544117000003 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV