Skip to content
Disclosery

Axos Invest Inc.: SPEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axos Invest Inc. on SPEM, newest first. How the timeline and the estimate are built.

Axos Invest Inc. held 96,471 SPEM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,471 shares
    Change vs previous 13F +8,740 shares

    3.66% of the 13F portfolio, value $4,995,273.

    13F-HR 0002042928-26-000003 filed by Axos Invest Inc.
    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 87,731 shares
    Change vs previous 13F +17,987 shares

    3.11% of the 13F portfolio, value $4,115,426.

    13F-HR 0002042928-26-000002 filed by Axos Invest Inc.
    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 69,744 shares
    Change vs previous 13F +38,328 shares

    2.4% of the 13F portfolio, value $3,264,707.

    13F-HR 0002042928-26-000001 filed by Axos Invest Inc.
    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 31,416 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,470,583.

    13F-HR 0002042928-25-000008 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).