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Disclosery

ATX Financial Planning, LLC: XLV position timeline

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

ATX Financial Planning, LLC held 6,709 XLV 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 6,709 shares
    Change vs previous 13F +3,617 shares

    0.72% of the 13F portfolio, value $1,130,012.

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

  2. period ended2026-06-30
    13F 3,092 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $490,566.

    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).