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Disclosery

Axim Planning & Wealth: BTAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axim Planning & Wealth on BTAL, newest first. How the timeline and the estimate are built.

Axim Planning & Wealth held 76,602 BTAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,602 shares
    Change vs previous 13F +894 shares

    1.21% of the 13F portfolio, value $854,112.

    13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
    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 75,708 shares
    Change vs previous 13F +14,735 shares

    1.29% of the 13F portfolio, value $1,056,884.

    13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
    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 60,973 shares
    Change vs previous 13F -16,068 shares

    0.93% of the 13F portfolio, value $877,401.

    13F-HR 0001941040-26-000158 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,041 shares
    Change vs previous 13F -18,582 shares

    0.98% of the 13F portfolio, value $1,226,493.

    13F-HR 0001941040-25-000593 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 95,623 shares
    Change vs previous 13F +54,095 shares

    1.55% of the 13F portfolio, value $1,692,527.

    13F-HR 0001941040-25-000429 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,528 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $865,444.

    13F-HR 0001941040-25-000291 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).