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AXXCESS WEALTH MANAGEMENT, LLC: NEAR position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 373,440 NEAR 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 373,440 shares
    Change vs previous 13F +65,516 shares

    0.3% of the 13F portfolio, value $18,918,456.

    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 307,924 shares
    Change vs previous 13F +69,328 shares

    0.5% of the 13F portfolio, value $15,653,298.

    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 238,596 shares
    Change vs previous 13F +44,733 shares

    0.22% of the 13F portfolio, value $12,192,280.

    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 193,863 shares
    Change vs previous 13F +14,898 shares

    0.21% of the 13F portfolio, value $9,941,294.

    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 178,965 shares
    Change vs previous 13F +37,582 shares

    0.22% of the 13F portfolio, value $9,145,113.

    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 141,383 shares
    Change vs previous 13F +20,273 shares

    0.2% of the 13F portfolio, value $7,192,153.

    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 121,110 shares
    Change vs previous 13F +33,940 shares

    0.15% of the 13F portfolio, value $6,116,055.

    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 87,170 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,466,591.

    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).