ATX Financial Planning, LLC quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ATX Financial Planning, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$30,710); the largest decrease was BERKSHIRE HATHAWAY INC DEL (+$30,710).
Two Form 13F-HR filings compared (SEC CIK 2111013): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-08-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Graver Capital Management, LLC | United States | $0.132B | 25 |
| VISA FOUNDATION | United States | $0.132B | 1 |
| RIK SAYLOR FINANCIAL, INC. | United States | $0.132B | 85 |
| Richard Young Associates, Ltd. | United States | $0.132B | 25 |
| Fairway Financial, LLC | United States | $0.132B | 23 |
| PlanVest Financial, Inc | United States | $0.131B | 565 |
| REICON WEALTH ADVISORS, LLC | United States | $0.132B | 72 |
| Paladin Advisory Group, LLC | United States | $0.131B | 241 |
| Axiom Investment Management LLC | United States | $0.131B | 3,956 |
| TWIN CITY PRIVATE WEALTH, LLC | United States | $0.132B | 96 |