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Disclosery

AXS Investments LLC: MORT position timeline

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

AXS Investments LLC held 0 MORT 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 0 shares
    Change vs previous 13F -158,507 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 158,507 shares
    Change vs previous 13F -107,994 shares

    0.66% of the 13F portfolio, value $1,626,282.

    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 266,501 shares
    Change vs previous 13F -150,793 shares

    0.96% of the 13F portfolio, value $2,800,926.

    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 417,294 shares
    Change vs previous 13F -75,904 shares

    1.42% of the 13F portfolio, value $4,494,256.

    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 493,198 shares
    Change vs previous 13F -73,257 shares

    2.14% of the 13F portfolio, value $5,208,171.

    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 566,455 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $6,327,302.

    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).