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Axim Planning & Wealth: EH position timeline

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

Axim Planning & Wealth held 3,972,808 EH 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 3,972,808 shares
    Change vs previous 13F -139,252 shares

    36.77% of the 13F portfolio, value $26,021,893.

    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 4,112,060 shares
    Change vs previous 13F -6,432 shares

    48.66% of the 13F portfolio, value $39,928,103.

    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 4,118,492 shares
    Change vs previous 13F -255,886 shares

    57.84% of the 13F portfolio, value $54,281,725.

    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 4,374,378 shares
    Change vs previous 13F -23,864 shares

    64.64% of the 13F portfolio, value $81,232,199.

    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 4,398,242 shares
    Change vs previous 13F +4,447 shares

    69.77% of the 13F portfolio, value $76,353,481.

    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 4,393,795 shares
    Change vs previous 13F -161,900 shares

    81.35% of the 13F portfolio, value $91,786,378.

    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 4,555,695 shares
    Change vs previous 13F -49,213 shares

    76.37% of the 13F portfolio, value $71,729,418.

    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).

  8. period ended2024-09-30
    13F 4,604,908 shares
    Change vs previous 13F not available

    73.29% of the 13F portfolio, value $65,113,399.

    13F-HR 0001941040-24-000468 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).