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Axis Wealth Partners, LLC: FLQM position timeline

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

Axis Wealth Partners, LLC held 3,616 FLQM 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 3,616 shares
    Change vs previous 13F -1,741 shares

    0.1% of the 13F portfolio, value $209,294.

    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 5,357 shares
    Change vs previous 13F -1,051 shares

    0.16% of the 13F portfolio, value $294,238.

    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 6,408 shares
    Change vs previous 13F -264 shares

    0.2% of the 13F portfolio, value $360,524.

    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 6,672 shares
    Change vs previous 13F +649 shares

    0.22% of the 13F portfolio, value $376,643.

    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 6,023 shares
    Change vs previous 13F +1,206 shares

    0.21% of the 13F portfolio, value $327,103.

    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 4,817 shares
    Change vs previous 13F +306 shares

    0.19% of the 13F portfolio, value $255,343.

    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 4,511 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $244,972.

    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).