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Disclosery

Axis Wealth Partners, LLC: DFUV position timeline

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

Axis Wealth Partners, LLC held 73,177 DFUV 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 73,177 shares
    Change vs previous 13F -4,713 shares

    1.93% of the 13F portfolio, value $4,025,493.

    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 77,890 shares
    Change vs previous 13F +2,035 shares

    2.01% of the 13F portfolio, value $3,774,566.

    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 75,855 shares
    Change vs previous 13F +963 shares

    1.95% of the 13F portfolio, value $3,534,061.

    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 74,892 shares
    Change vs previous 13F +5,615 shares

    1.96% of the 13F portfolio, value $3,346,939.

    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 69,277 shares
    Change vs previous 13F +2,229 shares

    1.92% of the 13F portfolio, value $2,929,027.

    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 67,048 shares
    Change vs previous 13F +7,082 shares

    2.04% of the 13F portfolio, value $2,763,039.

    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 59,966 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,453,823.

    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).