Axis Wealth Partners, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axis Wealth Partners, LLC on VO, newest first. How the timeline and the estimate are built.
Axis Wealth Partners, LLC held 3,338 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 3,338 sharesChange vs previous 13F +2,520 shares
0.13% of the 13F portfolio, value $268,906.
13F-HR 0002063364-26-000218 filed by Axis Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 818 sharesChange vs previous 13F -142 shares
0.12% of the 13F portfolio, value $235,013.
13F-HR 0002063364-26-000120 filed by Axis Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 960 sharesChange vs previous 13F +71 shares
0.15% of the 13F portfolio, value $278,673.
13F-HR 0002063364-26-000048 filed by Axis Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 889 sharesChange vs previous 13F -9 shares
0.15% of the 13F portfolio, value $261,184.
13F-HR 0002063364-25-000262 filed by Axis Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 898 sharesChange vs previous 13F -131 shares
0.17% of the 13F portfolio, value $251,367.
13F-HR 0002063364-25-000125 filed by Axis Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,029 sharesChange vs previous 13F -39 shares
0.2% of the 13F portfolio, value $266,194.
13F-HR 0002063364-25-000049 filed by Axis Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,068 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $282,128.
13F-HR 0002052531-25-000002 filed by Axis Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).