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Disclosery

Axis Wealth Partners, LLC: EFV position timeline

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

Axis Wealth Partners, LLC held 18,465 EFV 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 18,465 shares
    Change vs previous 13F -845 shares

    0.68% of the 13F portfolio, value $1,413,489.

    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 19,310 shares
    Change vs previous 13F -2,094 shares

    0.76% of the 13F portfolio, value $1,435,674.

    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 21,404 shares
    Change vs previous 13F +409 shares

    0.84% of the 13F portfolio, value $1,528,467.

    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 20,995 shares
    Change vs previous 13F +362 shares

    0.83% of the 13F portfolio, value $1,424,067.

    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 20,633 shares
    Change vs previous 13F +1,867 shares

    0.86% of the 13F portfolio, value $1,309,811.

    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 18,766 shares
    Change vs previous 13F -1,033 shares

    0.82% of the 13F portfolio, value $1,106,047.

    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 19,799 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,038,870.

    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).