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Disclosery

Axis Wealth Partners, LLC: DEM position timeline

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

Axis Wealth Partners, LLC held 54,925 DEM 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 54,925 shares
    Change vs previous 13F -3,100 shares

    1.42% of the 13F portfolio, value $2,954,425.

    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 58,025 shares
    Change vs previous 13F +1,384 shares

    1.53% of the 13F portfolio, value $2,883,249.

    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 56,641 shares
    Change vs previous 13F +472 shares

    1.46% of the 13F portfolio, value $2,645,688.

    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 56,169 shares
    Change vs previous 13F +3,933 shares

    1.51% of the 13F portfolio, value $2,583,212.

    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 52,236 shares
    Change vs previous 13F +1,206 shares

    1.55% of the 13F portfolio, value $2,365,751.

    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 51,030 shares
    Change vs previous 13F +5,646 shares

    1.59% of the 13F portfolio, value $2,147,337.

    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 45,384 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,837,612.

    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).