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Disclosery

Axis Wealth Partners, LLC: RECS position timeline

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

Axis Wealth Partners, LLC held 35,103 RECS 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 35,103 shares
    Change vs previous 13F -1,363 shares

    0.73% of the 13F portfolio, value $1,519,278.

    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 36,466 shares
    Change vs previous 13F -692 shares

    0.76% of the 13F portfolio, value $1,421,463.

    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 37,158 shares
    Change vs previous 13F +676 shares

    0.84% of the 13F portfolio, value $1,517,552.

    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 36,482 shares
    Change vs previous 13F +3,241 shares

    0.86% of the 13F portfolio, value $1,472,033.

    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 33,241 shares
    Change vs previous 13F +4,017 shares

    0.8% of the 13F portfolio, value $1,222,929.

    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 29,224 shares
    Change vs previous 13F +440 shares

    0.72% of the 13F portfolio, value $970,524.

    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 28,784 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $996,497.

    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).