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Disclosery

Axis Wealth Partners, LLC: IJJ position timeline

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

Axis Wealth Partners, LLC held 19,233 IJJ 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 19,233 shares
    Change vs previous 13F +197 shares

    1.36% of the 13F portfolio, value $2,841,352.

    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 19,036 shares
    Change vs previous 13F -378 shares

    1.34% of the 13F portfolio, value $2,522,267.

    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 19,414 shares
    Change vs previous 13F +4,003 shares

    1.41% of the 13F portfolio, value $2,554,684.

    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 15,411 shares
    Change vs previous 13F +3,813 shares

    1.17% of the 13F portfolio, value $1,999,098.

    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 11,598 shares
    Change vs previous 13F +4,094 shares

    0.94% of the 13F portfolio, value $1,433,299.

    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 7,504 shares
    Change vs previous 13F +1,623 shares

    0.66% of the 13F portfolio, value $898,485.

    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 5,881 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $734,940.

    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).