AXXCESS WEALTH MANAGEMENT, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AXXCESS WEALTH MANAGEMENT, LLC on PG, newest first. How the timeline and the estimate are built.
AXXCESS WEALTH MANAGEMENT, LLC held 87,719 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 87,719 sharesChange vs previous 13F +3,829 shares
0.2% of the 13F portfolio, value $12,863,332.
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 83,890 sharesChange vs previous 13F -4,349 shares
0.39% of the 13F portfolio, value $12,117,232.
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 88,239 sharesChange vs previous 13F -4,365 shares
0.23% of the 13F portfolio, value $12,645,536.
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 92,604 sharesChange vs previous 13F +1,963 shares
0.3% of the 13F portfolio, value $14,228,633.
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 90,641 sharesChange vs previous 13F +254 shares
0.35% of the 13F portfolio, value $14,440,993.
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 90,387 sharesChange vs previous 13F -7,034 shares
0.42% of the 13F portfolio, value $15,403,918.
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 97,421 sharesChange vs previous 13F +1,806 shares
0.4% of the 13F portfolio, value $16,332,544.
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 95,615 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $16,560,325.
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).