Skip to content
Disclosery

Axim Planning & Wealth: XLY position timeline

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

Axim Planning & Wealth held 1,755 XLY 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 1,755 shares
    Change vs previous 13F -98 shares

    0.29% of the 13F portfolio, value $205,826.

    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 1,853 shares
    Change vs previous 13F +49 shares

    0.25% of the 13F portfolio, value $201,940.

    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 1,804 shares
    Change vs previous 13F +828 shares

    0.23% of the 13F portfolio, value $215,416.

    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 976 shares
    Change vs previous 13F -52 shares

    0.19% of the 13F portfolio, value $233,889.

    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 1,028 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $223,415.

    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).