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AXXCESS WEALTH MANAGEMENT, LLC: GBIL position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 19,471 GBIL 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 19,471 shares
    Change vs previous 13F -10,114 shares

    0.03% of the 13F portfolio, value $1,950,226.

    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 29,585 shares
    Change vs previous 13F -6,688 shares

    0.1% of the 13F portfolio, value $2,964,080.

    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 36,273 shares
    Change vs previous 13F +7,091 shares

    0.06% of the 13F portfolio, value $3,625,168.

    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 29,182 shares
    Change vs previous 13F +9,475 shares

    0.06% of the 13F portfolio, value $2,924,952.

    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 19,707 shares
    Change vs previous 13F -22,751 shares

    0.05% of the 13F portfolio, value $1,973,618.

    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 42,458 shares
    Change vs previous 13F +7,442 shares

    0.12% of the 13F portfolio, value $4,253,491.

    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 35,016 shares
    Change vs previous 13F +32,033 shares

    0.09% of the 13F portfolio, value $3,498,804.

    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 2,983 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,165.

    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).