ATX Financial Planning, LLC: CBOY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATX Financial Planning, LLC on CBOY, newest first. How the timeline and the estimate are built.
ATX Financial Planning, LLC held 17,336 CBOY shares at 2026-06-30 per its 13F-HR filed 2026-08-20.
the latest 13F is the newest step
- period ended2026-06-3013F 17,336 sharesChange vs previous 13F -2,097 shares
0.28% of the 13F portfolio, value $424,562.
13F-HR 0002111013-26-000003 filed by ATX Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,433 sharesChange vs previous 13F -21,379 shares
0.36% of the 13F portfolio, value $473,098.
13F-HR 0002111013-26-000002 filed by ATX Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,812 sharesChange vs previous 13F not available
0.77% of the 13F portfolio, value $1,003,160.
13F-HR 0002111013-26-000001 filed by ATX Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).