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Disclosery

Axis Wealth Partners, LLC: DFAS position timeline

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

Axis Wealth Partners, LLC held 18,808 DFAS 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 18,808 shares
    Change vs previous 13F -590 shares

    0.74% of the 13F portfolio, value $1,548,637.

    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 19,398 shares
    Change vs previous 13F +1,072 shares

    0.73% of the 13F portfolio, value $1,379,812.

    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 18,326 shares
    Change vs previous 13F +211 shares

    0.71% of the 13F portfolio, value $1,276,770.

    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 18,115 shares
    Change vs previous 13F +840 shares

    0.73% of the 13F portfolio, value $1,240,153.

    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 17,275 shares
    Change vs previous 13F +1,257 shares

    0.72% of the 13F portfolio, value $1,100,564.

    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 16,018 shares
    Change vs previous 13F +1,927 shares

    0.71% of the 13F portfolio, value $957,099.

    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 14,091 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $917,029.

    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).