Skip to content
Disclosery

AXXCESS WEALTH MANAGEMENT, LLC: SPDN position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 304,253 SPDN 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 304,253 shares
    Change vs previous 13F +84,608 shares

    0.04% of the 13F portfolio, value $2,637,874.

    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 219,645 shares
    Change vs previous 13F +38,980 shares

    0.07% of the 13F portfolio, value $2,185,468.

    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 180,665 shares
    Change vs previous 13F -14,940 shares

    0.03% of the 13F portfolio, value $1,703,671.

    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 195,605 shares
    Change vs previous 13F +90,925 shares

    0.04% of the 13F portfolio, value $1,879,764.

    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 104,680 shares
    Change vs previous 13F -1,720 shares

    0.03% of the 13F portfolio, value $1,078,204.

    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 106,400 shares
    Change vs previous 13F +29,415 shares

    0.03% of the 13F portfolio, value $1,233,176.

    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 76,985 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $847,605.

    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).