AXXCESS WEALTH MANAGEMENT, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AXXCESS WEALTH MANAGEMENT, LLC on MO, newest first. How the timeline and the estimate are built.
AXXCESS WEALTH MANAGEMENT, LLC held 31,448 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 31,448 sharesChange vs previous 13F +1,615 shares
0.04% of the 13F portfolio, value $2,262,732.
13F-HR 0001951757-26-001071 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,833 sharesChange vs previous 13F -15,931 shares
0.06% of the 13F portfolio, value $1,968,623.
13F-HR 0001951757-26-000760 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 45,764 sharesChange vs previous 13F +10,500 shares
0.05% of the 13F portfolio, value $2,638,779.
13F-HR/A 0001951757-26-000480 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,264 sharesChange vs previous 13F -384 shares
0.05% of the 13F portfolio, value $2,329,499.
13F-HR 0001951757-25-001345 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,648 sharesChange vs previous 13F -2,231 shares
0.05% of the 13F portfolio, value $2,090,043.
13F-HR 0001951757-25-000970 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,879 sharesChange vs previous 13F -4,266 shares
0.06% of the 13F portfolio, value $2,273,436.
13F-HR 0001951757-25-000486 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 42,145 sharesChange vs previous 13F -10,556 shares
0.05% of the 13F portfolio, value $2,203,726.
13F-HR 0001951757-25-000224 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 52,701 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,689,847.
13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).