Avantax Planning Partners, Inc.

13F Portfolio Filings

Most recent 13F
Q4 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
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 372 2,624,534 SCHG, SCHV, SCHD, SCHZ 13F-HR 2/9/2024 000108514624000986
Q3 2023 362 2,390,504 SCHG, SCHV, SCHD, SCHZ 13F-HR 11/6/2023 000108514623004081
Q2 2023 372 2,515,439 SCHG, SCHV, SCHD, SCHZ 13F-HR 7/17/2023 000108514623002740
Q1 2023 377 2,462,373 SCHG, SCHV, SCHD, SCHZ 13F-HR 4/20/2023 000108514623001802
Q4 2022 367 2,519,993 SCHG, SCHV, SCHD, FLRN 13F-HR 2/9/2023 000108514623000943
Q3 2022 347 2,220,299 SCHG, SCHV, SCHD, FLRN 13F-HR 10/14/2022 000100544122000005
Q2 2022 343 2,340,794 SCHG, SCHV, SCHD, FLRN 13F-HR 7/18/2022 000100544122000004
Q1 2022 359 2,519,052 SCHG, SCHV, SCHD, FLRN 13F-HR 5/9/2022 000100544122000003
Q4 2021 355 2,431,447 SCHG, SCHV, SCHD, SCHZ 13F-HR 1/28/2022 000100544122000002
Q3 2021 339 2,167,787 SCHG, SCHV, SCHD, SCHZ 13F-HR 10/27/2021 000100544121000006
Q2 2021 328 2,131,860 SCHG, SCHV, SCHD, SCHZ 13F-HR 8/10/2021 000100544121000005
Q1 2021 314 1,939,623 SCHG, SCHV, SCHD, SCHZ 13F-HR 5/5/2021 000100544121000004
Q4 2020 288 1,943,490 SCHG, SCHV, SCHD, SCHZ 13F-HR 2/4/2021 000100544121000002
Q3 2020 296 1,892,478 SCHG, SCHV, SCHD, SCHZ 13F-HR 10/28/2020 000100544120000006
Q2 2020 280 1,770,531 SCHG, SCHV, SCHD, SCHZ 13F-HR 7/15/2020 000100544120000005
Q1 2020 271 1,436,140 SCHG, SCHV, SCHD, SCHZ 13F-HR 4/27/2020 000100544120000003
Q4 2019 307 1,699,623 SCHV, SCHG, SCHD, SCHZ 13F-HR 1/15/2020 000100544120000001
Q3 2019 305 1,628,502 SCHV, SCHG, SCHD, SCHZ 13F-HR 11/8/2019 000100544119000005
Q2 2019 299 1,545,749 SCHG, SCHV, SCHD, SCHZ 13F-HR 8/7/2019 000100544119000004
Q1 2019 294 1,440,382 SCHG, SCHD, SCHV, SCHZ 13F-HR 5/8/2019 000100544119000003
Q4 2018 277 1,325,934 SCHG, SCHZ, SCHD, SCHV 13F-HR 2/14/2019 000100544119000001
Q3 2018 1,479 1,248,983 SCHG, SCHZ, SCHV, SCHD 13F-HR 11/13/2018 000100544118000005
Q2 2018 239 1,119,482 SCHG, SCHZ, SCHV, SCHD 13F-HR 8/13/2018 000100544118000004
Q1 2018 1,922 1,164,544 SCHG, SCHZ, SCHV, SCHD 13F-HR 5/15/2018 000100544118000003
Q4 2017 309 1,092,243 SCHG, SCHZ, SCHV, SCHD 13F-HR 2/9/2018 000100544118000001
Q3 2017 365 1,268,894 SCHG, SCHV, SCHZ, SCHD 13F-HR 10/19/2017 000100544117000007
Q2 2017 339 1,186,856 SCHG, SCHV, SCHZ, SCHD 13F-HR 7/27/2017 000100544117000006
Q1 2017 332 1,118,795 SCHG, SCHV, SCHD, SCHZ 13F-HR 4/12/2017 000100544117000005
Q4 2016 317 937,509 SCHG, SCHV, SCHD, SCHZ 13F-HR 2/9/2017 000100544117000003