Skip to content
Disclosery

Axiom Financial Strategies, LLC: SPHB position timeline

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

Axiom Financial Strategies, LLC held 209,633 SPHB 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 209,633 shares
    Change vs previous 13F -2,820 shares

    10.22% of the 13F portfolio, value $32,616,831.

    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 212,453 shares
    Change vs previous 13F +82,383 shares

    8.67% of the 13F portfolio, value $24,633,973.

    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 130,070 shares
    Change vs previous 13F -5,551 shares

    6.4% of the 13F portfolio, value $15,214,277.

    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 135,621 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $14,891,138.

    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).