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Axis Wealth Partners, LLC: VTEB position timeline

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

Axis Wealth Partners, LLC held 7,569 VTEB 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 7,569 shares
    Change vs previous 13F +1,743 shares

    0.18% of the 13F portfolio, value $382,826.

    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 5,826 shares
    Change vs previous 13F +939 shares

    0.15% of the 13F portfolio, value $290,638.

    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 4,887 shares
    Change vs previous 13F +54 shares

    0.14% of the 13F portfolio, value $245,788.

    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 4,833 shares
    Change vs previous 13F +41 shares

    0.14% of the 13F portfolio, value $241,974.

    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 4,792 shares
    Change vs previous 13F -321 shares

    0.15% of the 13F portfolio, value $234,963.

    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 5,113 shares
    Change vs previous 13F +26 shares

    0.19% of the 13F portfolio, value $253,683.

    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 5,087 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $255,018.

    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).