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Disclosery

Axim Planning & Wealth: CLF position timeline

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

Axim Planning & Wealth held 101,432 CLF 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 101,432 shares
    Change vs previous 13F +2,056 shares

    1.35% of the 13F portfolio, value $952,446.

    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 99,376 shares
    Change vs previous 13F +19,499 shares

    1.02% of the 13F portfolio, value $839,727.

    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 79,877 shares
    Change vs previous 13F -161,462 shares

    1.13% of the 13F portfolio, value $1,060,767.

    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 241,339 shares
    Change vs previous 13F +768 shares

    2.34% of the 13F portfolio, value $2,944,336.

    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 240,571 shares
    Change vs previous 13F +18,479 shares

    1.67% of the 13F portfolio, value $1,828,340.

    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 222,092 shares
    Change vs previous 13F +19,135 shares

    1.62% of the 13F portfolio, value $1,825,596.

    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).

  7. period ended2024-12-31
    13F 202,957 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $1,907,796.

    13F-HR 0001941040-25-000120 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).