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Disclosery

AXS Investments LLC: PREF position timeline

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

AXS Investments LLC held 0 PREF 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 -73,183 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 73,183 shares
    Change vs previous 13F -49,920 shares

    0.56% of the 13F portfolio, value $1,377,304.

    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 123,103 shares
    Change vs previous 13F -69,465 shares

    0.81% of the 13F portfolio, value $2,347,574.

    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 192,568 shares
    Change vs previous 13F -35,210 shares

    1.16% of the 13F portfolio, value $3,685,752.

    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 227,778 shares
    Change vs previous 13F -65,021 shares

    1.77% of the 13F portfolio, value $4,320,949.

    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 292,799 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $5,475,341.

    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).