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AXXCESS WEALTH MANAGEMENT, LLC: SPAB position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 31,061 SPAB 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 31,061 shares
    Change vs previous 13F -14,443 shares

    0.01% of the 13F portfolio, value $792,677.

    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 45,504 shares
    Change vs previous 13F +12,358 shares

    0.04% of the 13F portfolio, value $1,165,812.

    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 33,146 shares
    Change vs previous 13F +14,919 shares

    0.02% of the 13F portfolio, value $853,510.

    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 18,227 shares
    Change vs previous 13F -97,132 shares

    0.01% of the 13F portfolio, value $471,168.

    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 115,359 shares
    Change vs previous 13F +67,479 shares

    0.07% of the 13F portfolio, value $2,953,181.

    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 47,880 shares
    Change vs previous 13F +12,729 shares

    0.03% of the 13F portfolio, value $1,222,852.

    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).

  7. period ended2024-12-31
    13F 35,151 shares
    Change vs previous 13F -52,440 shares

    0.02% of the 13F portfolio, value $878,423.

    13F-HR 0001951757-25-000224 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).

  8. period ended2024-09-30
    13F 87,591 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,289,626.

    13F-HR 0001951757-24-001150 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).