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Disclosery

Axim Planning & Wealth: IVW position timeline

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

Axim Planning & Wealth held 1,809 IVW 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 1,809 shares
    Change vs previous 13F -79 shares

    0.35% of the 13F portfolio, value $248,817.

    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 1,888 shares
    Change vs previous 13F -33 shares

    0.26% of the 13F portfolio, value $213,562.

    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 1,921 shares
    Change vs previous 13F -257 shares

    0.25% of the 13F portfolio, value $236,782.

    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 2,178 shares
    Change vs previous 13F -3,608 shares

    0.21% of the 13F portfolio, value $262,928.

    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 5,786 shares
    Change vs previous 13F +5,786 shares

    0.58% of the 13F portfolio, value $637,039.

    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 0 shares
    Change vs previous 13F -4,505 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 4,505 shares
    Change vs previous 13F +771 shares

    0.49% of the 13F portfolio, value $457,393.

    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 3,734 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $357,531.

    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).