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Disclosery

ATX Financial Planning, LLC: XLU position timeline

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

ATX Financial Planning, LLC held 0 XLU 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 0 shares
    Change vs previous 13F -21,234 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 21,234 shares
    Change vs previous 13F -11,622 shares

    0.64% of the 13F portfolio, value $962,737.

    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 32,856 shares
    Change vs previous 13F +22,262 shares

    1.15% of the 13F portfolio, value $1,507,766.

    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 10,594 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $452,239.

    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).