Axim Planning & Wealth: CTAS position timeline

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

Axim Planning & Wealth held 0 CTAS shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -2,269 shares
13F-HR 0001941040-25-000429 filed by Axim Planning & Wealth
Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 2,269 shares
Change vs previous 13F not available
0.41% of the 13F portfolio, value $466,348.
13F-HR 0001941040-25-000291 filed by Axim Planning & Wealth
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).