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Disclosery

Axim Planning & Wealth: XLK position timeline

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

Axim Planning & Wealth held 6,016 XLK 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 6,016 shares
    Change vs previous 13F -785 shares

    1.62% of the 13F portfolio, value $1,146,168.

    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 6,801 shares
    Change vs previous 13F -43 shares

    1.1% of the 13F portfolio, value $903,853.

    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 6,844 shares
    Change vs previous 13F +3,251 shares

    1.05% of the 13F portfolio, value $985,331.

    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 -46 shares

    0.81% of the 13F portfolio, value $1,012,723.

    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 3,639 shares
    Change vs previous 13F +1,591 shares

    0.84% of the 13F portfolio, value $921,504.

    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 2,048 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $422,871.

    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).