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Disclosery

Axim Planning & Wealth: XLI position timeline

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

Axim Planning & Wealth held 1,192 XLI 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 1,192 shares
    Change vs previous 13F -91 shares

    0.31% of the 13F portfolio, value $220,794.

    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 1,283 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $207,500.

    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).