Skip to content
Disclosery

Axis Wealth Partners, LLC: IVW position timeline

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

Axis Wealth Partners, LLC held 19,172 IVW 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 19,172 shares
    Change vs previous 13F -941 shares

    1.27% of the 13F portfolio, value $2,636,749.

    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 20,113 shares
    Change vs previous 13F -374 shares

    1.21% of the 13F portfolio, value $2,274,963.

    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 20,487 shares
    Change vs previous 13F -4,660 shares

    1.39% of the 13F portfolio, value $2,525,249.

    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 25,147 shares
    Change vs previous 13F -4,947 shares

    1.78% of the 13F portfolio, value $3,035,765.

    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 30,094 shares
    Change vs previous 13F -2,251 shares

    2.18% of the 13F portfolio, value $3,313,384.

    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 32,345 shares
    Change vs previous 13F +12,094 shares

    2.22% of the 13F portfolio, value $3,002,602.

    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 20,251 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $2,056,078.

    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).