Skip to content
Disclosery

Axis Wealth Partners, LLC: UCON position timeline

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

Axis Wealth Partners, LLC held 15,187 UCON 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 15,187 shares
    Change vs previous 13F +165 shares

    0.18% of the 13F portfolio, value $377,842.

    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 15,022 shares
    Change vs previous 13F +1,964 shares

    0.2% of the 13F portfolio, value $372,094.

    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 13,058 shares
    Change vs previous 13F +501 shares

    0.18% of the 13F portfolio, value $328,663.

    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 12,557 shares
    Change vs previous 13F +490 shares

    0.19% of the 13F portfolio, value $316,292.

    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 12,067 shares
    Change vs previous 13F +486 shares

    0.2% of the 13F portfolio, value $300,359.

    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 11,581 shares
    Change vs previous 13F +1,284 shares

    0.21% of the 13F portfolio, value $286,628.

    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 10,297 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $253,811.

    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).