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AXXCESS WEALTH MANAGEMENT, LLC: PDBC position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 59,501 PDBC 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 59,501 shares
    Change vs previous 13F -10,582 shares

    0.02% of the 13F portfolio, value $944,876.

    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 70,083 shares
    Change vs previous 13F -110,001 shares

    0.04% of the 13F portfolio, value $1,213,833.

    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 180,084 shares
    Change vs previous 13F -5,008 shares

    0.04% of the 13F portfolio, value $2,386,110.

    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 185,092 shares
    Change vs previous 13F -35,562 shares

    0.05% of the 13F portfolio, value $2,485,787.

    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 220,654 shares
    Change vs previous 13F -23,179 shares

    0.07% of the 13F portfolio, value $2,877,329.

    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 243,833 shares
    Change vs previous 13F +40,482 shares

    0.09% of the 13F portfolio, value $3,323,445.

    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 203,351 shares
    Change vs previous 13F +174,670 shares

    0.07% of the 13F portfolio, value $2,641,531.

    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 28,681 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $385,186.

    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).