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Axiom Financial Strategies, LLC: USCI position timeline

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

Axiom Financial Strategies, LLC held 83,230 USCI 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 83,230 shares
    Change vs previous 13F +19,892 shares

    2.42% of the 13F portfolio, value $7,710,427.

    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 63,338 shares
    Change vs previous 13F -23,350 shares

    2.13% of the 13F portfolio, value $6,037,201.

    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 86,688 shares
    Change vs previous 13F +1,147 shares

    2.83% of the 13F portfolio, value $6,727,856.

    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 85,541 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $6,663,216.

    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).