ATX Financial Planning, LLC: SFLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATX Financial Planning, LLC on SFLR, newest first. How the timeline and the estimate are built.
ATX Financial Planning, LLC held 86,686 SFLR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 86,686 sharesChange vs previous 13F -116,534 shares
2.16% of the 13F portfolio, value $3,376,433.
13F-HR 0002111013-26-000004 filed by ATX Financial Planning, LLC
Accepted , ingested - period ended2026-06-3013F 203,220 sharesChange vs previous 13F -2,854 shares
5.19% of the 13F portfolio, value $7,840,243.
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 206,074 sharesChange vs previous 13F +548 shares
5.54% of the 13F portfolio, value $7,297,093.
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 205,526 sharesChange vs previous 13F not available
5.84% of the 13F portfolio, value $7,575,676.
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).