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Disclosery

Axim Planning & Wealth: CLS position timeline

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

Axim Planning & Wealth held 955 CLS 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 955 shares
    Change vs previous 13F -37 shares

    0.49% of the 13F portfolio, value $348,384.

    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 992 shares
    Change vs previous 13F -32 shares

    0.34% of the 13F portfolio, value $279,427.

    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 1,024 shares
    Change vs previous 13F -49 shares

    0.32% of the 13F portfolio, value $302,705.

    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 1,073 shares
    Change vs previous 13F -1,439 shares

    0.21% of the 13F portfolio, value $264,366.

    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 2,512 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $392,148.

    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).