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Axiom Financial Strategies, LLC: RFV position timeline

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

Axiom Financial Strategies, LLC held 11,742 RFV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,742 shares
    Change vs previous 13F -1,633 shares

    0.53% of the 13F portfolio, value $1,678,225.

    13F-HR 0001951757-26-001108 filed by Axiom Financial Strategies, LLC
    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 13,375 shares
    Change vs previous 13F +7,517 shares

    0.61% of the 13F portfolio, value $1,738,334.

    13F-HR 0001951757-26-000668 filed by Axiom Financial Strategies, LLC
    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 5,858 shares
    Change vs previous 13F +142 shares

    0.31% of the 13F portfolio, value $748,585.

    13F-HR 0001951757-26-000277 filed by Axiom Financial Strategies, LLC
    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 5,716 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $733,233.

    13F-HR 0001951757-25-001431 filed by Axiom Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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