Skip to content
Disclosery

AXXCESS WEALTH MANAGEMENT, LLC: IWD position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 17,972 IWD 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 17,972 shares
    Change vs previous 13F +17,972 shares

    0.07% of the 13F portfolio, value $4,356,752.

    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 -15,651 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 15,651 shares
    Change vs previous 13F +2,462 shares

    0.06% of the 13F portfolio, value $3,292,025.

    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 13,189 shares
    Change vs previous 13F +367 shares

    0.06% of the 13F portfolio, value $2,685,176.

    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 12,822 shares
    Change vs previous 13F +1,320 shares

    0.06% of the 13F portfolio, value $2,490,438.

    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 11,502 shares
    Change vs previous 13F -4,539 shares

    0.06% of the 13F portfolio, value $2,164,232.

    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 16,041 shares
    Change vs previous 13F +705 shares

    0.07% of the 13F portfolio, value $2,969,766.

    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 15,336 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,910,830.

    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).