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AXXCESS WEALTH MANAGEMENT, LLC: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AXXCESS WEALTH MANAGEMENT, LLC on AIQ, newest first. How the timeline and the estimate are built.

AXXCESS WEALTH MANAGEMENT, LLC held 30,344 AIQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,344 shares
    Change vs previous 13F +222 shares

    0.03% of the 13F portfolio, value $1,990,870.

    13F-HR 0001951757-26-001071 filed by AXXCESS WEALTH MANAGEMENT, 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 30,122 shares
    Change vs previous 13F -19,086 shares

    0.05% of the 13F portfolio, value $1,405,789.

    13F-HR 0001951757-26-000760 filed by AXXCESS WEALTH MANAGEMENT, 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 49,208 shares
    Change vs previous 13F +2,353 shares

    0.04% of the 13F portfolio, value $2,502,706.

    13F-HR/A 0001951757-26-000480 filed by AXXCESS WEALTH MANAGEMENT, 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 46,855 shares
    Change vs previous 13F +19,090 shares

    0.05% of the 13F portfolio, value $2,314,151.

    13F-HR 0001951757-25-001345 filed by AXXCESS WEALTH MANAGEMENT, 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 27,765 shares
    Change vs previous 13F +493 shares

    0.03% of the 13F portfolio, value $1,213,071.

    13F-HR 0001951757-25-000970 filed by AXXCESS WEALTH MANAGEMENT, 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 27,272 shares
    Change vs previous 13F +893 shares

    0.03% of the 13F portfolio, value $992,155.

    13F-HR 0001951757-25-000486 filed by AXXCESS WEALTH MANAGEMENT, 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 26,379 shares
    Change vs previous 13F +48 shares

    0.03% of the 13F portfolio, value $1,019,285.

    13F-HR 0001951757-25-000224 filed by AXXCESS WEALTH MANAGEMENT, 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 26,331 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $978,723.

    13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).