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Disclosery

Axim Planning & Wealth: CTA position timeline

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

Axim Planning & Wealth held 14,061 CTA 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 14,061 shares
    Change vs previous 13F -1,920 shares

    0.52% of the 13F portfolio, value $364,742.

    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 15,981 shares
    Change vs previous 13F +3,330 shares

    0.59% of the 13F portfolio, value $482,946.

    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 12,651 shares
    Change vs previous 13F -1,220 shares

    0.37% of the 13F portfolio, value $344,866.

    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 13,871 shares
    Change vs previous 13F -13,320 shares

    0.31% of the 13F portfolio, value $387,972.

    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 27,191 shares
    Change vs previous 13F +14,569 shares

    0.66% of the 13F portfolio, value $727,087.

    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 12,622 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $373,611.

    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).