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Axim Planning & Wealth: XLU position timeline

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

Axim Planning & Wealth held 11,481 XLU 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 11,481 shares
    Change vs previous 13F -662 shares

    0.74% of the 13F portfolio, value $520,549.

    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 12,143 shares
    Change vs previous 13F +3,495 shares

    0.68% of the 13F portfolio, value $557,242.

    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 8,648 shares
    Change vs previous 13F +4,700 shares

    0.39% of the 13F portfolio, value $369,183.

    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 3,948 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $344,305.

    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).