Skip to content
Disclosery

Axos Invest Inc.: VWO position timeline

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

Axos Invest Inc. held 30,930 VWO 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 30,930 shares
    Change vs previous 13F -13,968 shares

    1.35% of the 13F portfolio, value $1,846,239.

    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 44,898 shares
    Change vs previous 13F -17,636 shares

    1.83% of the 13F portfolio, value $2,426,692.

    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 62,534 shares
    Change vs previous 13F -31,277 shares

    2.47% of the 13F portfolio, value $3,361,838.

    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 93,811 shares
    Change vs previous 13F -32,570 shares

    3.81% of the 13F portfolio, value $5,082,587.

    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 126,381 shares
    Change vs previous 13F -9,427 shares

    4.72% of the 13F portfolio, value $6,250,785.

    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 135,808 shares
    Change vs previous 13F -9,182 shares

    4.76% of the 13F portfolio, value $6,146,668.

    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 144,990 shares
    Change vs previous 13F -1,837 shares

    4.65% of the 13F portfolio, value $6,385,363.

    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 146,827 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $7,025,653.

    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).