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Disclosery

Axis Wealth Partners, LLC: DFAC position timeline

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

Axis Wealth Partners, LLC held 46,967 DFAC 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 46,967 shares
    Change vs previous 13F -11,340 shares

    1% of the 13F portfolio, value $2,083,473.

    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 58,307 shares
    Change vs previous 13F +1,338 shares

    1.2% of the 13F portfolio, value $2,265,822.

    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 56,969 shares
    Change vs previous 13F +4,943 shares

    1.25% of the 13F portfolio, value $2,255,401.

    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 52,026 shares
    Change vs previous 13F +5,093 shares

    1.17% of the 13F portfolio, value $2,006,644.

    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 46,933 shares
    Change vs previous 13F +2,319 shares

    1.11% of the 13F portfolio, value $1,682,090.

    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 44,614 shares
    Change vs previous 13F +6,529 shares

    1.09% of the 13F portfolio, value $1,471,816.

    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 38,085 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,317,358.

    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).