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Axim Planning & Wealth: XLP position timeline

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

Axim Planning & Wealth held 7,213 XLP 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 7,213 shares
    Change vs previous 13F +2,629 shares

    0.85% of the 13F portfolio, value $599,184.

    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 4,584 shares
    Change vs previous 13F -1,055 shares

    0.46% of the 13F portfolio, value $375,796.

    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 5,639 shares
    Change vs previous 13F +320 shares

    0.47% of the 13F portfolio, value $438,038.

    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 5,319 shares
    Change vs previous 13F +2,756 shares

    0.33% of the 13F portfolio, value $416,850.

    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 2,563 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $207,526.

    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).