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Disclosery

Axis Wealth Partners, LLC: SPYV position timeline

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

Axis Wealth Partners, LLC held 56,555 SPYV 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 56,555 shares
    Change vs previous 13F +1,563 shares

    1.65% of the 13F portfolio, value $3,437,953.

    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 54,992 shares
    Change vs previous 13F +2,996 shares

    1.65% of the 13F portfolio, value $3,111,435.

    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 51,996 shares
    Change vs previous 13F +1,121 shares

    1.63% of the 13F portfolio, value $2,953,876.

    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 50,875 shares
    Change vs previous 13F +3,100 shares

    1.65% of the 13F portfolio, value $2,814,917.

    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 47,775 shares
    Change vs previous 13F +9,544 shares

    1.64% of the 13F portfolio, value $2,500,549.

    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 38,231 shares
    Change vs previous 13F +1,894 shares

    1.44% of the 13F portfolio, value $1,952,482.

    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 36,337 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $1,858,293.

    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).