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Disclosery

Axis Wealth Partners, LLC: DFAI position timeline

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

Axis Wealth Partners, LLC held 90,664 DFAI 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 90,664 shares
    Change vs previous 13F -4,492 shares

    1.8% of the 13F portfolio, value $3,739,895.

    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 95,156 shares
    Change vs previous 13F +2,600 shares

    1.97% of the 13F portfolio, value $3,707,295.

    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 92,556 shares
    Change vs previous 13F +196 shares

    1.95% of the 13F portfolio, value $3,527,317.

    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 92,360 shares
    Change vs previous 13F +4,453 shares

    1.96% of the 13F portfolio, value $3,357,272.

    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 87,907 shares
    Change vs previous 13F +620 shares

    2% of the 13F portfolio, value $3,038,940.

    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 87,287 shares
    Change vs previous 13F +6,311 shares

    2.01% of the 13F portfolio, value $2,725,979.

    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 80,976 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $2,364,506.

    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).