AXXCESS WEALTH MANAGEMENT, LLC: AOM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AXXCESS WEALTH MANAGEMENT, LLC on AOM, newest first. How the timeline and the estimate are built.
AXXCESS WEALTH MANAGEMENT, LLC held 16,989 AOM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 16,989 sharesChange vs previous 13F -2,121 shares
0.01% of the 13F portfolio, value $847,592.
13F-HR 0001951757-26-001071 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,110 sharesChange vs previous 13F -1,496 shares
0.03% of the 13F portfolio, value $905,248.
13F-HR 0001951757-26-000760 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 20,606 sharesChange vs previous 13F +2,493 shares
0.02% of the 13F portfolio, value $983,531.
13F-HR/A 0001951757-26-000480 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,113 sharesChange vs previous 13F -526 shares
0.02% of the 13F portfolio, value $861,834.
13F-HR 0001951757-25-001345 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,639 sharesChange vs previous 13F +11,172 shares
0.02% of the 13F portfolio, value $858,139.
13F-HR 0001951757-25-000970 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,467 sharesChange vs previous 13F -48,335 shares
0.01% of the 13F portfolio, value $327,653.
13F-HR 0001951757-25-000486 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,802 sharesChange vs previous 13F +48,338 shares
0.06% of the 13F portfolio, value $2,424,040.
13F-HR 0001951757-25-000224 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,464 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $336,705.
13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).