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Disclosery

Axis Wealth Partners, LLC: CDC position timeline

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

Axis Wealth Partners, LLC held 10,242 CDC 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 10,242 shares
    Change vs previous 13F -653 shares

    0.37% of the 13F portfolio, value $761,685.

    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 10,895 shares
    Change vs previous 13F -407 shares

    0.41% of the 13F portfolio, value $778,248.

    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 11,302 shares
    Change vs previous 13F -436 shares

    0.41% of the 13F portfolio, value $744,675.

    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 11,738 shares
    Change vs previous 13F -1,325 shares

    0.46% of the 13F portfolio, value $783,382.

    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 13,063 shares
    Change vs previous 13F -131 shares

    0.55% of the 13F portfolio, value $832,248.

    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 13,194 shares
    Change vs previous 13F -366 shares

    0.64% of the 13F portfolio, value $867,141.

    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 13,560 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $848,566.

    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).