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
- period ended2026-06-3013F 248,149 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 234,702 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 334,486 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 99,754 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 98,095 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,729 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).