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Disclosery

Axis Wealth Partners, LLC: JGRO position timeline

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

Axis Wealth Partners, LLC held 14,129 JGRO 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 14,129 shares
    Change vs previous 13F -868 shares

    0.67% of the 13F portfolio, value $1,392,978.

    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 14,997 shares
    Change vs previous 13F +1,249 shares

    0.67% of the 13F portfolio, value $1,267,546.

    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 13,748 shares
    Change vs previous 13F -205 shares

    0.7% of the 13F portfolio, value $1,275,814.

    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 13,953 shares
    Change vs previous 13F +1,211 shares

    0.77% of the 13F portfolio, value $1,308,112.

    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 12,742 shares
    Change vs previous 13F +510 shares

    0.72% of the 13F portfolio, value $1,096,721.

    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 12,232 shares
    Change vs previous 13F +2,867 shares

    0.67% of the 13F portfolio, value $902,624.

    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 9,365 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $758,873.

    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).