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Disclosery

Axos Invest Inc.: TIP position timeline

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

Axos Invest Inc. held 49,737 TIP 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 49,737 shares
    Change vs previous 13F -3,290 shares

    3.98% of the 13F portfolio, value $5,442,676.

    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 53,027 shares
    Change vs previous 13F -296 shares

    4.42% of the 13F portfolio, value $5,852,054.

    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 53,323 shares
    Change vs previous 13F +160 shares

    4.31% of the 13F portfolio, value $5,860,741.

    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 53,163 shares
    Change vs previous 13F -2,717 shares

    4.43% of the 13F portfolio, value $5,912,837.

    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).

  5. period ended2025-06-30
    13F 55,880 shares
    Change vs previous 13F -1,441 shares

    4.64% of the 13F portfolio, value $6,149,013.

    13F-HR 0002042928-25-000004 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).

  6. period ended2025-03-31
    13F 57,321 shares
    Change vs previous 13F -4,508 shares

    4.93% of the 13F portfolio, value $6,367,818.

    13F-HR 0002042928-25-000003 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).

  7. period ended2024-12-31
    13F 61,829 shares
    Change vs previous 13F -918 shares

    4.8% of the 13F portfolio, value $6,587,920.

    13F-HR 0002042928-25-000001 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).

  8. period ended2024-09-30
    13F 62,747 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $6,931,606.

    13F-HR 0002042928-24-000001 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).