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Disclosery

Axis Wealth Partners, LLC: DES position timeline

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

Axis Wealth Partners, LLC held 8,527 DES 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 8,527 shares
    Change vs previous 13F +2,172 shares

    0.17% of the 13F portfolio, value $346,863.

    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 6,355 shares
    Change vs previous 13F +65 shares

    0.12% of the 13F portfolio, value $228,403.

    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 6,290 shares
    Change vs previous 13F +7 shares

    0.12% of the 13F portfolio, value $210,409.

    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 6,283 shares
    Change vs previous 13F -61 shares

    0.12% of the 13F portfolio, value $211,608.

    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 6,344 shares
    Change vs previous 13F -336 shares

    0.13% of the 13F portfolio, value $201,495.

    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 6,680 shares
    Change vs previous 13F -39 shares

    0.16% of the 13F portfolio, value $213,504.

    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 6,719 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $230,814.

    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).