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Disclosery

AXS Investments LLC: WFC position timeline

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

AXS Investments LLC held 1,982 WFC 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 1,982 shares
    Change vs previous 13F -598 shares

    0.05% of the 13F portfolio, value $163,792.

    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 2,580 shares
    Change vs previous 13F -143 shares

    0.08% of the 13F portfolio, value $205,394.

    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 2,723 shares
    Change vs previous 13F -273 shares

    0.09% of the 13F portfolio, value $253,784.

    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 2,996 shares
    Change vs previous 13F +213 shares

    0.08% of the 13F portfolio, value $251,125.

    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 2,783 shares
    Change vs previous 13F -854 shares

    0.09% of the 13F portfolio, value $222,974.

    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 3,637 shares
    Change vs previous 13F -159 shares

    0.07% of the 13F portfolio, value $261,100.

    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 3,796 shares
    Change vs previous 13F -451 shares

    0.07% of the 13F portfolio, value $266,631.

    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 4,247 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $239,913.

    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).