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Axiom Financial Strategies, LLC: VO position timeline

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

Axiom Financial Strategies, LLC held 0 VO 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 -39,206 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 39,206 shares
    Change vs previous 13F -146 shares

    4.79% of the 13F portfolio, value $11,378,287.

    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 39,352 shares
    Change vs previous 13F -63,102 shares

    4.97% of the 13F portfolio, value $11,559,307.

    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 102,454 shares
    Change vs previous 13F -2,369 shares

    15.99% of the 13F portfolio, value $28,669,617.

    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 104,823 shares
    Change vs previous 13F +11,703 shares

    16.07% of the 13F portfolio, value $27,109,249.

    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 93,120 shares
    Change vs previous 13F -5,094 shares

    13.72% of the 13F portfolio, value $24,595,669.

    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 98,214 shares
    Change vs previous 13F not available

    13.68% of the 13F portfolio, value $25,911,836.

    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).