Skip to content
Disclosery

Axis Wealth Partners, LLC: SCHD position timeline

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

Axis Wealth Partners, LLC held 144,587 SCHD 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 144,587 shares
    Change vs previous 13F -1,392 shares

    2.2% of the 13F portfolio, value $4,584,869.

    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 145,979 shares
    Change vs previous 13F +107 shares

    2.38% of the 13F portfolio, value $4,478,648.

    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 145,872 shares
    Change vs previous 13F -2,054 shares

    2.21% of the 13F portfolio, value $4,001,281.

    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 147,926 shares
    Change vs previous 13F +2,454 shares

    2.36% of the 13F portfolio, value $4,038,381.

    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 145,472 shares
    Change vs previous 13F +3,242 shares

    2.53% of the 13F portfolio, value $3,855,003.

    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 142,230 shares
    Change vs previous 13F +1,285 shares

    2.94% of the 13F portfolio, value $3,976,763.

    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 140,945 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $3,850,607.

    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).