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Axis Wealth Partners, LLC: FDVV position timeline

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

Axis Wealth Partners, LLC held 67,048 FDVV 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 67,048 shares
    Change vs previous 13F -462 shares

    1.94% of the 13F portfolio, value $4,042,316.

    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 67,510 shares
    Change vs previous 13F +435 shares

    1.98% of the 13F portfolio, value $3,729,241.

    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 67,075 shares
    Change vs previous 13F -564 shares

    2.1% of the 13F portfolio, value $3,802,508.

    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 67,639 shares
    Change vs previous 13F +1,049 shares

    2.21% of the 13F portfolio, value $3,768,142.

    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 66,590 shares
    Change vs previous 13F +4,580 shares

    2.28% of the 13F portfolio, value $3,464,014.

    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 62,010 shares
    Change vs previous 13F +1,232 shares

    2.27% of the 13F portfolio, value $3,075,682.

    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 60,778 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $3,035,235.

    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).