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Disclosery

Axis Wealth Partners, LLC: IDV position timeline

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

Axis Wealth Partners, LLC held 34,550 IDV 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 34,550 shares
    Change vs previous 13F +147 shares

    0.69% of the 13F portfolio, value $1,431,405.

    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 34,403 shares
    Change vs previous 13F -113 shares

    0.78% of the 13F portfolio, value $1,464,176.

    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 34,516 shares
    Change vs previous 13F +98 shares

    0.75% of the 13F portfolio, value $1,361,664.

    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 34,418 shares
    Change vs previous 13F -152 shares

    0.74% of the 13F portfolio, value $1,257,992.

    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 34,570 shares
    Change vs previous 13F -339 shares

    0.78% of the 13F portfolio, value $1,192,997.

    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 34,909 shares
    Change vs previous 13F -985 shares

    0.8% of the 13F portfolio, value $1,082,882.

    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 35,894 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $982,791.

    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).