Skip to content
Disclosery

Axis Wealth Partners, LLC: SGOV position timeline

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

Axis Wealth Partners, LLC held 25,049 SGOV 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 25,049 shares
    Change vs previous 13F +8,083 shares

    1.21% of the 13F portfolio, value $2,521,709.

    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 16,966 shares
    Change vs previous 13F +6,280 shares

    0.91% of the 13F portfolio, value $1,707,821.

    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 10,686 shares
    Change vs previous 13F -6,809 shares

    0.59% of the 13F portfolio, value $1,072,680.

    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 17,495 shares
    Change vs previous 13F -7,954 shares

    1.03% of the 13F portfolio, value $1,761,788.

    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 25,449 shares
    Change vs previous 13F +9,592 shares

    1.68% of the 13F portfolio, value $2,562,502.

    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 15,857 shares
    Change vs previous 13F +4,073 shares

    1.18% of the 13F portfolio, value $1,596,280.

    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 11,784 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,182,218.

    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).