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Axim Planning & Wealth: HPF position timeline

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

Axim Planning & Wealth held 245,354 HPF 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 245,354 shares
    Change vs previous 13F -26,897 shares

    5.5% of the 13F portfolio, value $3,893,773.

    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 272,251 shares
    Change vs previous 13F -50,759 shares

    5.18% of the 13F portfolio, value $4,249,838.

    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 323,010 shares
    Change vs previous 13F -9,800 shares

    5.53% of the 13F portfolio, value $5,190,771.

    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 332,810 shares
    Change vs previous 13F +10,752 shares

    4.46% of the 13F portfolio, value $5,607,849.

    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 322,058 shares
    Change vs previous 13F -11,260 shares

    4.65% of the 13F portfolio, value $5,091,737.

    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 333,318 shares
    Change vs previous 13F -77,970 shares

    4.91% of the 13F portfolio, value $5,539,745.

    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 411,288 shares
    Change vs previous 13F -8,715 shares

    7.25% of the 13F portfolio, value $6,806,816.

    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 420,003 shares
    Change vs previous 13F not available

    8.82% of the 13F portfolio, value $7,833,056.

    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).