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Disclosery

Axis Wealth Partners, LLC: IJS position timeline

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

Axis Wealth Partners, LLC held 8,673 IJS 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 8,673 shares
    Change vs previous 13F +219 shares

    0.57% of the 13F portfolio, value $1,185,459.

    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 8,454 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,001,429.

    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 8,454 shares
    Change vs previous 13F +1,818 shares

    0.53% of the 13F portfolio, value $961,350.

    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 6,636 shares
    Change vs previous 13F +1,919 shares

    0.43% of the 13F portfolio, value $733,829.

    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 4,717 shares
    Change vs previous 13F +2,537 shares

    0.31% of the 13F portfolio, value $469,252.

    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 2,180 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $212,472.

    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).