Skip to content
Disclosery

AXXCESS WEALTH MANAGEMENT, LLC: ALL position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 16,822 ALL 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 16,822 shares
    Change vs previous 13F +16,822 shares

    0.06% of the 13F portfolio, value $4,002,627.

    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 0 shares
    Change vs previous 13F -20,166 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F/A 20,166 shares
    Change vs previous 13F +15,975 shares

    0.07% of the 13F portfolio, value $4,197,552.

    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 4,191 shares
    Change vs previous 13F -232 shares

    0.02% of the 13F portfolio, value $899,598.

    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 4,423 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $890,394.

    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 4,424 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $916,077.

    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 4,403 shares
    Change vs previous 13F +92 shares

    0.02% of the 13F portfolio, value $848,855.

    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 4,311 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $817,581.

    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).