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Disclosery

AXS Investments LLC: SHV position timeline

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

AXS Investments LLC held 0 SHV 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 -21,803 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 21,803 shares
    Change vs previous 13F +11,503 shares

    0.97% of the 13F portfolio, value $2,406,833.

    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 10,300 shares
    Change vs previous 13F -18,305 shares

    0.39% of the 13F portfolio, value $1,134,545.

    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 28,605 shares
    Change vs previous 13F +14,949 shares

    1% of the 13F portfolio, value $3,160,566.

    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 13,656 shares
    Change vs previous 13F -48,532 shares

    0.62% of the 13F portfolio, value $1,507,896.

    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 62,188 shares
    Change vs previous 13F +9,578 shares

    1.9% of the 13F portfolio, value $6,869,286.

    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 52,610 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $5,792,887.

    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).