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Disclosery

Axiom Advisory, LLC: VOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axiom Advisory, LLC on VOT, newest first. How the timeline and the estimate are built.

Axiom Advisory, LLC held 3,101,049 VOT shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 3,101,049 shares
    Change vs previous 13F +312,321 shares

    6.75% of the 13F portfolio, value $722,189,219.

    13F-HR 0001085146-24-004671 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 2,788,728 shares
    Change vs previous 13F +2,745,643 shares

    6.97% of the 13F portfolio, value $639,585,813.

    13F-HR 0001085146-24-003745 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 43,085 shares
    Change vs previous 13F +1,246 shares

    7.48% of the 13F portfolio, value $10,159,086.

    13F-HR 0001085146-24-001794 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 41,839 shares
    Change vs previous 13F +1,045 shares

    7.39% of the 13F portfolio, value $9,186,506.

    13F-HR 0001085146-24-000547 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 40,794 shares
    Change vs previous 13F +857 shares

    7.15% of the 13F portfolio, value $7,945,460.

    13F-HR 0001085146-23-004414 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 39,937 shares
    Change vs previous 13F +1,034 shares

    7.27% of the 13F portfolio, value $8,217,829.

    13F-HR 0001085146-23-003172 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 38,903 shares
    Change vs previous 13F +1,362 shares

    7.25% of the 13F portfolio, value $7,568,182.

    13F-HR 0001085146-23-001825 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 37,541 shares
    Change vs previous 13F not available

    7.14% of the 13F portfolio, value $6,749,101.

    13F-HR 0001085146-23-000751 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).