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Axis Wealth Partners, LLC: VYMI position timeline

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

Axis Wealth Partners, LLC held 68,886 VYMI 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 68,886 shares
    Change vs previous 13F -2,226 shares

    3.25% of the 13F portfolio, value $6,764,589.

    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 71,112 shares
    Change vs previous 13F +1,172 shares

    3.56% of the 13F portfolio, value $6,701,552.

    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 69,940 shares
    Change vs previous 13F -676 shares

    3.48% of the 13F portfolio, value $6,294,640.

    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 70,616 shares
    Change vs previous 13F +3,639 shares

    3.5% of the 13F portfolio, value $5,979,754.

    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 66,977 shares
    Change vs previous 13F +1,252 shares

    3.52% of the 13F portfolio, value $5,365,536.

    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 65,725 shares
    Change vs previous 13F +4,546 shares

    3.58% of the 13F portfolio, value $4,843,294.

    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 61,179 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $4,152,857.

    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).