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AXXCESS WEALTH MANAGEMENT, LLC: IGSB position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 135,742 IGSB 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 135,742 shares
    Change vs previous 13F +4,082 shares

    0.11% of the 13F portfolio, value $7,114,243.

    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 131,660 shares
    Change vs previous 13F -10,438 shares

    0.22% of the 13F portfolio, value $6,920,051.

    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 142,098 shares
    Change vs previous 13F +18,237 shares

    0.13% of the 13F portfolio, value $7,514,155.

    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 123,861 shares
    Change vs previous 13F +28,354 shares

    0.14% of the 13F portfolio, value $6,568,342.

    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 95,507 shares
    Change vs previous 13F +56,873 shares

    0.12% of the 13F portfolio, value $5,038,951.

    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 38,634 shares
    Change vs previous 13F +12,253 shares

    0.06% of the 13F portfolio, value $2,023,241.

    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 26,381 shares
    Change vs previous 13F +377 shares

    0.03% of the 13F portfolio, value $1,363,898.

    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 26,004 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,369,371.

    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).