AXXCESS WEALTH MANAGEMENT, LLC: SE position timeline

AXXCESS WEALTH MANAGEMENT, LLC held 0 SE shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -9,225 shares

   13F-HR 0001951757-26-000760 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F/A 9,225 shares

   Change vs previous 13F -4,530 shares

   0.02% of the 13F portfolio, value $1,176,833.

   13F-HR/A 0001951757-26-000480 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2026-02-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 13,755 shares

   Change vs previous 13F +3,451 shares

   0.05% of the 13F portfolio, value $2,458,431.

   13F-HR 0001951757-25-001345 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 10,304 shares

   Change vs previous 13F +2,935 shares

   0.04% of the 13F portfolio, value $1,648,022.

   13F-HR 0001951757-25-000970 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 7,369 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $961,581.

   13F-HR 0001951757-25-000486 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).