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Axis Wealth Partners, LLC: FENI position timeline

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

Axis Wealth Partners, LLC held 39,413 FENI 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 39,413 shares
    Change vs previous 13F +11,161 shares

    0.76% of the 13F portfolio, value $1,581,653.

    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 28,252 shares
    Change vs previous 13F +12,326 shares

    0.56% of the 13F portfolio, value $1,050,978.

    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 15,926 shares
    Change vs previous 13F -58 shares

    0.32% of the 13F portfolio, value $582,583.

    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 15,984 shares
    Change vs previous 13F +2,923 shares

    0.33% of the 13F portfolio, value $563,899.

    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 13,061 shares
    Change vs previous 13F +2,903 shares

    0.29% of the 13F portfolio, value $434,398.

    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 10,158 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $302,306.

    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).