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Disclosery

Axis Wealth Partners, LLC: PEY position timeline

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

Axis Wealth Partners, LLC held 59,533 PEY 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 59,533 shares
    Change vs previous 13F -2,647 shares

    0.66% of the 13F portfolio, value $1,379,968.

    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 62,180 shares
    Change vs previous 13F -643 shares

    0.71% of the 13F portfolio, value $1,331,828.

    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 62,823 shares
    Change vs previous 13F -239 shares

    0.71% of the 13F portfolio, value $1,280,678.

    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 63,062 shares
    Change vs previous 13F -3,186 shares

    0.78% of the 13F portfolio, value $1,328,517.

    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 66,248 shares
    Change vs previous 13F -3,094 shares

    0.89% of the 13F portfolio, value $1,352,131.

    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 69,342 shares
    Change vs previous 13F -5,843 shares

    1.1% of the 13F portfolio, value $1,488,772.

    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 75,185 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,598,432.

    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).