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Disclosery

Axis Wealth Partners, LLC: UITB position timeline

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

Axis Wealth Partners, LLC held 86,970 UITB 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 86,970 shares
    Change vs previous 13F +9,589 shares

    1.96% of the 13F portfolio, value $4,073,515.

    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 77,381 shares
    Change vs previous 13F +8,231 shares

    1.93% of the 13F portfolio, value $3,638,211.

    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 69,150 shares
    Change vs previous 13F +4,407 shares

    1.81% of the 13F portfolio, value $3,274,582.

    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 64,743 shares
    Change vs previous 13F +4,039 shares

    1.8% of the 13F portfolio, value $3,076,565.

    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 60,704 shares
    Change vs previous 13F +9,870 shares

    1.88% of the 13F portfolio, value $2,857,326.

    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 50,834 shares
    Change vs previous 13F +5,866 shares

    1.76% of the 13F portfolio, value $2,386,160.

    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 44,968 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,066,748.

    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).