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Axiom Financial Strategies, LLC: VOT position timeline

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

Axiom Financial Strategies, LLC held 91,605 VOT 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 91,605 shares
    Change vs previous 13F +2,139 shares

    8.79% of the 13F portfolio, value $28,058,728.

    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 89,466 shares
    Change vs previous 13F +39,162 shares

    8.1% of the 13F portfolio, value $23,023,977.

    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 50,304 shares
    Change vs previous 13F +1,176 shares

    5.91% of the 13F portfolio, value $14,041,866.

    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 49,128 shares
    Change vs previous 13F not available

    6.21% of the 13F portfolio, value $14,433,315.

    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).