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Disclosery

Axis Wealth Partners, LLC: SRLN position timeline

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

Axis Wealth Partners, LLC held 5,908 SRLN 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 5,908 shares
    Change vs previous 13F -176 shares

    0.11% of the 13F portfolio, value $238,033.

    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 6,084 shares
    Change vs previous 13F +92 shares

    0.13% of the 13F portfolio, value $244,212.

    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 5,992 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $247,290.

    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 6,010 shares
    Change vs previous 13F +70 shares

    0.15% of the 13F portfolio, value $249,896.

    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 5,940 shares
    Change vs previous 13F -237 shares

    0.16% of the 13F portfolio, value $247,045.

    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 6,177 shares
    Change vs previous 13F +27 shares

    0.19% of the 13F portfolio, value $254,060.

    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 6,150 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $256,639.

    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).