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Disclosery

ATX Financial Planning, LLC: IVV position timeline

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

ATX Financial Planning, LLC held 8,239 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,239 shares
    Change vs previous 13F +32 shares

    4.08% of the 13F portfolio, value $6,170,322.

    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).

  2. period ended2026-03-31
    13F 8,207 shares
    Change vs previous 13F -953 shares

    4.07% of the 13F portfolio, value $5,360,724.

    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).

  3. period ended2025-12-31
    13F 9,160 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $6,274,224.

    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).