Skip to content
Disclosery

Axos Invest Inc.: VOO position timeline

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

Axos Invest Inc. held 57,889 VOO 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 57,889 shares
    Change vs previous 13F +5,233 shares

    29.53% of the 13F portfolio, value $40,337,959.

    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 52,656 shares
    Change vs previous 13F +11,604 shares

    23.78% of the 13F portfolio, value $31,464,364.

    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 41,052 shares
    Change vs previous 13F +23,463 shares

    18.92% of the 13F portfolio, value $25,745,250.

    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 17,589 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $10,770,947.

    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).