Skip to content
Disclosery

Axis Wealth Partners, LLC: VIG position timeline

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

Axis Wealth Partners, LLC held 16,079 VIG 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 16,079 shares
    Change vs previous 13F -11 shares

    1.83% of the 13F portfolio, value $3,804,530.

    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 16,090 shares
    Change vs previous 13F -10 shares

    1.84% of the 13F portfolio, value $3,460,241.

    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 16,100 shares
    Change vs previous 13F -74 shares

    1.95% of the 13F portfolio, value $3,538,520.

    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 16,174 shares
    Change vs previous 13F +703 shares

    2.04% of the 13F portfolio, value $3,490,258.

    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 15,471 shares
    Change vs previous 13F -418 shares

    2.08% of the 13F portfolio, value $3,166,354.

    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 15,889 shares
    Change vs previous 13F +997 shares

    2.28% of the 13F portfolio, value $3,082,261.

    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 14,892 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,916,289.

    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).