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Axis Wealth Partners, LLC: AVSC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axis Wealth Partners, LLC on AVSC, newest first. How the timeline and the estimate are built.

Axis Wealth Partners, LLC held 13,737 AVSC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,737 shares
    Change vs previous 13F -558 shares

    0.48% of the 13F portfolio, value $1,007,487.

    13F-HR 0002063364-26-000218 filed by Axis Wealth Partners, 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 14,295 shares
    Change vs previous 13F +1,283 shares

    0.47% of the 13F portfolio, value $890,552.

    13F-HR 0002063364-26-000120 filed by Axis Wealth Partners, 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 13,012 shares
    Change vs previous 13F +152 shares

    0.42% of the 13F portfolio, value $764,298.

    13F-HR 0002063364-26-000048 filed by Axis Wealth Partners, 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 12,860 shares
    Change vs previous 13F -32 shares

    0.43% of the 13F portfolio, value $736,241.

    13F-HR 0002063364-25-000262 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,892 shares
    Change vs previous 13F +1,153 shares

    0.44% of the 13F portfolio, value $664,827.

    13F-HR 0002063364-25-000125 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,739 shares
    Change vs previous 13F +1,148 shares

    0.42% of the 13F portfolio, value $568,161.

    13F-HR 0002063364-25-000049 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,591 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $575,751.

    13F-HR 0002052531-25-000002 filed by Axis Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).