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Disclosery

ATX Financial Planning, LLC: SOXX position timeline

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

ATX Financial Planning, LLC held 2,914 SOXX 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 2,914 shares
    Change vs previous 13F -25 shares

    1.06% of the 13F portfolio, value $1,656,998.

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

  2. period ended2026-06-30
    13F 2,939 shares
    Change vs previous 13F -110 shares

    1.25% of the 13F portfolio, value $1,882,903.

    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 3,049 shares
    Change vs previous 13F -221 shares

    0.76% of the 13F portfolio, value $1,001,925.

    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 3,270 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $984,764.

    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).