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Disclosery

AXS Investments LLC: SPY position timeline

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

AXS Investments LLC held 7,711 SPY 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 7,711 shares
    Change vs previous 13F -1,832 shares

    1.63% of the 13F portfolio, value $5,758,343.

    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 9,543 shares
    Change vs previous 13F +284 shares

    2.51% of the 13F portfolio, value $6,206,195.

    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 9,259 shares
    Change vs previous 13F +2,559 shares

    2.17% of the 13F portfolio, value $6,313,897.

    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 6,700 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,291,164.

    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).