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AXS Investments LLC: CWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AXS Investments LLC on CWB, newest first. How the timeline and the estimate are built.

AXS Investments LLC held 16,025 CWB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,025 shares
    Change vs previous 13F -30,562 shares

    0.49% of the 13F portfolio, value $1,727,816.

    13F-HR 0001801467-26-000008 filed by AXS Investments 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 46,587 shares
    Change vs previous 13F -3,871 shares

    1.72% of the 13F portfolio, value $4,263,642.

    13F-HR 0001801467-26-000004 filed by AXS Investments 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/A 50,458 shares
    Change vs previous 13F +32,992 shares

    1.55% of the 13F portfolio, value $4,500,854.

    13F-HR/A 0001801467-26-000006 filed by AXS Investments 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/A 17,466 shares
    Change vs previous 13F -9,008 shares

    0.5% of the 13F portfolio, value $1,580,673.

    13F-HR/A 0001801467-26-000005 filed by AXS Investments 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 26,474 shares
    Change vs previous 13F +6,633 shares

    0.9% of the 13F portfolio, value $2,188,341.

    13F-HR 0001855205-25-000045 filed by AXS Investments 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 19,841 shares
    Change vs previous 13F +540 shares

    0.42% of the 13F portfolio, value $1,520,217.

    13F-HR 0001855205-25-000027 filed by AXS Investments 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 19,301 shares
    Change vs previous 13F -2,276 shares

    0.42% of the 13F portfolio, value $1,503,355.

    13F-HR 0001855205-25-000004 filed by AXS Investments LLC
    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 21,577 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,652,582.

    13F-HR 0001855205-24-000057 filed by AXS Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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