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Disclosery

Axiom Financial Strategies, LLC: VB position timeline

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

Axiom Financial Strategies, LLC held 0 VB shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,701 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 11,701 shares
    Change vs previous 13F -2,763 shares

    1.27% of the 13F portfolio, value $3,018,147.

    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).

  3. period ended2025-09-30
    13F 14,464 shares
    Change vs previous 13F -22,183 shares

    1.58% of the 13F portfolio, value $3,677,967.

    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).

  4. period ended2025-06-30
    13F 36,647 shares
    Change vs previous 13F -301 shares

    4.85% of the 13F portfolio, value $8,684,566.

    13F-HR 0001951757-25-001001 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).

  5. period ended2025-03-31
    13F 36,948 shares
    Change vs previous 13F +639 shares

    4.86% of the 13F portfolio, value $8,193,156.

    13F-HR 0001951757-25-000558 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).

  6. period ended2024-12-31
    13F 36,309 shares
    Change vs previous 13F -9,848 shares

    4.87% of the 13F portfolio, value $8,724,407.

    13F-HR 0001951757-25-000095 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).

  7. period ended2024-09-30
    13F 46,157 shares
    Change vs previous 13F not available

    5.78% of the 13F portfolio, value $10,948,845.

    13F-HR 0001951757-24-001197 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).