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AXXCESS WEALTH MANAGEMENT, LLC: ONEQ position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 34,845 ONEQ 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 34,845 shares
    Change vs previous 13F -5,645 shares

    0.06% of the 13F portfolio, value $3,596,665.

    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 40,490 shares
    Change vs previous 13F -302 shares

    0.11% of the 13F portfolio, value $3,438,006.

    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 40,792 shares
    Change vs previous 13F -469 shares

    0.07% of the 13F portfolio, value $3,728,389.

    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 41,261 shares
    Change vs previous 13F -657 shares

    0.08% of the 13F portfolio, value $3,677,593.

    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 41,918 shares
    Change vs previous 13F +6,298 shares

    0.08% of the 13F portfolio, value $3,357,632.

    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 35,620 shares
    Change vs previous 13F -240 shares

    0.07% of the 13F portfolio, value $2,424,475.

    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 35,860 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $2,727,512.

    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 35,907 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,570,941.

    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).