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Disclosery

Axim Planning & Wealth: XLC position timeline

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

Axim Planning & Wealth held 2,975 XLC 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 2,975 shares
    Change vs previous 13F -200 shares

    0.45% of the 13F portfolio, value $318,712.

    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 3,175 shares
    Change vs previous 13F -270 shares

    0.43% of the 13F portfolio, value $351,980.

    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 3,445 shares
    Change vs previous 13F -148 shares

    0.43% of the 13F portfolio, value $405,545.

    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 3,593 shares
    Change vs previous 13F -75 shares

    0.34% of the 13F portfolio, value $425,303.

    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 3,668 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $398,088.

    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).