Skip to content
Disclosery

ATX Financial Planning, LLC: HEQT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATX Financial Planning, LLC on HEQT, newest first. How the timeline and the estimate are built.

ATX Financial Planning, LLC held 17,730 HEQT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,730 shares
    Change vs previous 13F -2,279 shares

    0.39% of the 13F portfolio, value $608,478.

    13F-HR 0002111013-26-000004 filed by ATX Financial Planning, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,009 shares
    Change vs previous 13F +9,319 shares

    0.44% of the 13F portfolio, value $671,098.

    13F-HR 0002111013-26-000003 filed by ATX Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 10,690 shares
    Change vs previous 13F -34,133 shares

    0.26% of the 13F portfolio, value $336,726.

    13F-HR 0002111013-26-000002 filed by ATX Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 44,823 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,436,585.

    13F-HR 0002111013-26-000001 filed by ATX Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).