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Disclosery

Axim Planning & Wealth: GTO position timeline

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

Axim Planning & Wealth held 4,465 GTO 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 4,465 shares
    Change vs previous 13F -350 shares

    0.3% of the 13F portfolio, value $209,275.

    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 4,815 shares
    Change vs previous 13F -2,105 shares

    0.27% of the 13F portfolio, value $225,486.

    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 6,920 shares
    Change vs previous 13F -514 shares

    0.35% of the 13F portfolio, value $328,146.

    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 7,434 shares
    Change vs previous 13F -1,275 shares

    0.28% of the 13F portfolio, value $353,189.

    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 8,709 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $408,365.

    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).