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Disclosery

Axis Wealth Partners, LLC: LVHI position timeline

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

Axis Wealth Partners, LLC held 35,969 LVHI 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 35,969 shares
    Change vs previous 13F +5,809 shares

    0.7% of the 13F portfolio, value $1,459,806.

    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 30,160 shares
    Change vs previous 13F +4,182 shares

    0.65% of the 13F portfolio, value $1,222,698.

    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 25,978 shares
    Change vs previous 13F +2,342 shares

    0.53% of the 13F portfolio, value $956,510.

    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 23,636 shares
    Change vs previous 13F +1,844 shares

    0.48% of the 13F portfolio, value $821,334.

    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 21,792 shares
    Change vs previous 13F +3,433 shares

    0.47% of the 13F portfolio, value $709,341.

    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 18,359 shares
    Change vs previous 13F +4,570 shares

    0.44% of the 13F portfolio, value $594,278.

    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 13,789 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $420,838.

    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).