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AXXCESS WEALTH MANAGEMENT, LLC: IJR position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 451,113 IJR 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 451,113 shares
    Change vs previous 13F -5,957 shares

    1.06% of the 13F portfolio, value $66,904,594.

    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 457,070 shares
    Change vs previous 13F -13,732 shares

    1.82% of the 13F portfolio, value $56,818,316.

    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 470,802 shares
    Change vs previous 13F +80,330 shares

    1.01% of the 13F portfolio, value $56,580,955.

    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 390,472 shares
    Change vs previous 13F +37,040 shares

    0.98% of the 13F portfolio, value $46,399,724.

    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 353,432 shares
    Change vs previous 13F +4,581 shares

    0.93% of the 13F portfolio, value $38,626,555.

    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 348,851 shares
    Change vs previous 13F -1,553 shares

    1% of the 13F portfolio, value $36,479,333.

    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 350,404 shares
    Change vs previous 13F -11,081 shares

    1% of the 13F portfolio, value $40,373,544.

    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 361,485 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $42,279,169.

    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).