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AXXCESS WEALTH MANAGEMENT, LLC: RWL position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 248,149 RWL 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 248,149 shares
    Change vs previous 13F +13,447 shares

    0.5% of the 13F portfolio, value $31,703,493.

    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 234,702 shares
    Change vs previous 13F -99,784 shares

    0.86% of the 13F portfolio, value $26,969,612.

    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 334,486 shares
    Change vs previous 13F +234,732 shares

    0.68% of the 13F portfolio, value $38,298,660.

    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 99,754 shares
    Change vs previous 13F +1,659 shares

    0.23% of the 13F portfolio, value $11,038,726.

    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 98,095 shares
    Change vs previous 13F +38,366 shares

    0.25% of the 13F portfolio, value $10,230,331.

    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 59,729 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,933,434.

    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).