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Avantax Planning Partners, Inc. → DC

Avantax Planning Partners, Inc. DC Position History

Dakota Gold Corp. • Basic Materials

Quarters held
4
Latest value
$83K
Q3 2026
Peak value
$83K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$77K
Q1 2026$69K
Q2 2026$58K
Q3 2026$83K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$83K13.6K——
Q2 2026$58K13.6K——
Q1 2026$69K13.6K——
Q4 2025$77K13.6K——

Other funds holding DC

Other Avantax Planning Partners, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$518.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$506M
SCHW-PJ

SCHWAB STRATEGIC TR

$485.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$437.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$355.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$329.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$311.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$301.7M
Avantax Planning Partners, Inc. DC Holdings: 13F Position History | Track13F