Skip to content
Disclosery

Axis Wealth Partners, LLC: IJR position timeline

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

Axis Wealth Partners, LLC held 8,894 IJR 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 8,894 shares
    Change vs previous 13F +2 shares

    0.63% of the 13F portfolio, value $1,319,103.

    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 8,892 shares
    Change vs previous 13F +121 shares

    0.59% of the 13F portfolio, value $1,105,316.

    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 8,771 shares
    Change vs previous 13F +332 shares

    0.58% of the 13F portfolio, value $1,054,111.

    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 8,439 shares
    Change vs previous 13F -2,042 shares

    0.59% of the 13F portfolio, value $1,002,786.

    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 10,481 shares
    Change vs previous 13F +897 shares

    0.75% of the 13F portfolio, value $1,145,477.

    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 9,584 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,002,247.

    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).