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Disclosery

AXXCESS WEALTH MANAGEMENT, LLC: CERY position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 34,517 CERY 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 34,517 shares
    Change vs previous 13F -11,942 shares

    0.02% of the 13F portfolio, value $1,153,904.

    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 46,459 shares
    Change vs previous 13F +15,346 shares

    0.05% of the 13F portfolio, value $1,637,215.

    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 31,113 shares
    Change vs previous 13F -31,268 shares

    0.02% of the 13F portfolio, value $888,277.

    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 62,381 shares
    Change vs previous 13F +30,796 shares

    0.04% of the 13F portfolio, value $1,787,214.

    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 31,585 shares
    Change vs previous 13F -22,934 shares

    0.02% of the 13F portfolio, value $860,060.

    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 54,519 shares
    Change vs previous 13F -11,462 shares

    0.04% of the 13F portfolio, value $1,510,722.

    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 65,981 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,707,920.

    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).