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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

  1. period ended2026-09-30
    13F 86,686 shares
    Change 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

  2. period ended2026-06-30
    13F 203,220 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 206,074 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 205,526 shares
    Change 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), ingested

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