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AXXCESS WEALTH MANAGEMENT, LLC: PREF position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 13,763 PREF 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 13,763 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $262,331.

    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 13,726 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $258,326.

    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 13,610 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $259,543.

    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 13,610 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $260,495.

    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 13,602 shares
    Change vs previous 13F -1,854 shares

    0.01% of the 13F portfolio, value $258,030.

    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 15,456 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $289,032.

    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).