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AXXCESS WEALTH MANAGEMENT, LLC: JBND position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 205,486 JBND 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 205,486 shares
    Change vs previous 13F -22,682 shares

    0.17% of the 13F portfolio, value $10,993,505.

    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 228,168 shares
    Change vs previous 13F +27,668 shares

    0.39% of the 13F portfolio, value $12,268,599.

    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 200,500 shares
    Change vs previous 13F +42,085 shares

    0.19% of the 13F portfolio, value $10,841,038.

    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 158,415 shares
    Change vs previous 13F +16,848 shares

    0.18% of the 13F portfolio, value $8,579,783.

    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 141,567 shares
    Change vs previous 13F +90,077 shares

    0.18% of the 13F portfolio, value $7,586,576.

    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 51,490 shares
    Change vs previous 13F +9,885 shares

    0.08% of the 13F portfolio, value $2,755,745.

    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 41,605 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,173,861.

    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).