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ATX Financial Planning, LLCETFConcentrated trader

CIK: 0002111013 | AUSTIN, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR79$156.5M2026-10-14SEC ↗
Q2 2026
13F-HR83$151.1M2026-08-20SEC ↗
Q1 2026
13F-HR81$131.6M2026-04-30SEC ↗
Q4 2025
13F-HR87$129.7M2026-02-19SEC ↗