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AXXCESS WEALTH MANAGEMENT, LLC: DYFI position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 42,470 DYFI 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 42,470 shares
    Change vs previous 13F -1,077 shares

    0.02% of the 13F portfolio, value $966,817.

    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 43,547 shares
    Change vs previous 13F +2,548 shares

    0.03% of the 13F portfolio, value $989,950.

    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 40,999 shares
    Change vs previous 13F -18,453 shares

    0.02% of the 13F portfolio, value $945,847.

    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 59,452 shares
    Change vs previous 13F -3,686 shares

    0.03% of the 13F portfolio, value $1,386,123.

    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 63,138 shares
    Change vs previous 13F -8,051 shares

    0.04% of the 13F portfolio, value $1,463,236.

    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 71,189 shares
    Change vs previous 13F +1,038 shares

    0.04% of the 13F portfolio, value $1,644,822.

    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 70,151 shares
    Change vs previous 13F -6,270 shares

    0.04% of the 13F portfolio, value $1,633,417.

    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 76,421 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,829,519.

    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).