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AXXCESS WEALTH MANAGEMENT, LLC: IJH position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 1,092,516 IJH 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 1,092,516 shares
    Change vs previous 13F +43,593 shares

    1.34% of the 13F portfolio, value $84,243,929.

    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 1,048,923 shares
    Change vs previous 13F -874 shares

    2.27% of the 13F portfolio, value $70,833,763.

    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 1,049,797 shares
    Change vs previous 13F +122,379 shares

    1.24% of the 13F portfolio, value $69,286,611.

    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 927,418 shares
    Change vs previous 13F +65,139 shares

    1.28% of the 13F portfolio, value $60,523,243.

    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 862,279 shares
    Change vs previous 13F +98,378 shares

    1.28% of the 13F portfolio, value $53,478,527.

    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 763,901 shares
    Change vs previous 13F +7,632 shares

    1.22% of the 13F portfolio, value $44,573,589.

    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 756,269 shares
    Change vs previous 13F +22,282 shares

    1.17% of the 13F portfolio, value $47,123,037.

    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 733,987 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $45,742,128.

    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).