Skip to content
Disclosery

ATX Financial Planning, LLC: VGIT position timeline

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

ATX Financial Planning, LLC held 113,411 VGIT 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 113,411 shares
    Change vs previous 13F -22,731 shares

    4.43% of the 13F portfolio, value $6,688,996.

    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 136,142 shares
    Change vs previous 13F +102,307 shares

    6.16% of the 13F portfolio, value $8,107,248.

    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 33,835 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,027,743.

    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).