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ATX Financial Planning, LLC: SHV position timeline

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

ATX Financial Planning, LLC held 18,289 SHV 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 18,289 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,018,191.

    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 ยง4.2).