Skip to content
Disclosery

AXXCESS WEALTH MANAGEMENT, LLC: FV position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 3,366 FV 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 3,366 shares
    Change vs previous 13F +3,366 shares

    <0.01% of the 13F portfolio, value $255,412.

    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 -31,302 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 31,302 shares
    Change vs previous 13F +586 shares

    0.04% of the 13F portfolio, value $1,969,528.

    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 30,716 shares
    Change vs previous 13F +2,879 shares

    0.04% of the 13F portfolio, value $1,901,926.

    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 27,837 shares
    Change vs previous 13F +10,792 shares

    0.04% of the 13F portfolio, value $1,649,610.

    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 17,045 shares
    Change vs previous 13F +11,281 shares

    0.03% of the 13F portfolio, value $935,090.

    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 5,764 shares
    Change vs previous 13F -1,501 shares

    0.01% of the 13F portfolio, value $340,446.

    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 7,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $423,351.

    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).