Axim Planning & Wealth: VISN position timeline

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

Axim Planning & Wealth held 23,618 VISN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 23,618 shares
Change vs previous 13F +7,307 shares
0.43% of the 13F portfolio, value $301,838.
13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 16,311 shares
Change vs previous 13F not available
0.36% of the 13F portfolio, value $296,860.
13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).