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Disclosery

Axis Wealth Partners, LLC: RSP position timeline

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

Axis Wealth Partners, LLC held 8,855 RSP 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 8,855 shares
    Change vs previous 13F -580 shares

    0.9% of the 13F portfolio, value $1,884,152.

    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 9,435 shares
    Change vs previous 13F +451 shares

    0.96% of the 13F portfolio, value $1,810,723.

    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 8,984 shares
    Change vs previous 13F +161 shares

    0.95% of the 13F portfolio, value $1,720,891.

    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 8,823 shares
    Change vs previous 13F +537 shares

    0.98% of the 13F portfolio, value $1,673,688.

    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 8,286 shares
    Change vs previous 13F +632 shares

    0.99% of the 13F portfolio, value $1,505,857.

    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 7,654 shares
    Change vs previous 13F +1,052 shares

    0.98% of the 13F portfolio, value $1,325,905.

    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 6,602 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,156,859.

    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).