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AXXCESS WEALTH MANAGEMENT, LLC: SPDW position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 2,161,356 SPDW 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 2,161,356 shares
    Change vs previous 13F +105,897 shares

    1.73% of the 13F portfolio, value $108,910,715.

    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 2,055,459 shares
    Change vs previous 13F +1,023 shares

    3.01% of the 13F portfolio, value $93,831,720.

    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 2,054,436 shares
    Change vs previous 13F +35,520 shares

    1.63% of the 13F portfolio, value $91,237,513.

    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 2,018,916 shares
    Change vs previous 13F +179,912 shares

    1.83% of the 13F portfolio, value $86,389,432.

    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 1,839,004 shares
    Change vs previous 13F +90,560 shares

    1.79% of the 13F portfolio, value $74,461,233.

    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 1,748,444 shares
    Change vs previous 13F +195,040 shares

    1.74% of the 13F portfolio, value $63,660,841.

    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 1,553,404 shares
    Change vs previous 13F +93,162 shares

    1.31% of the 13F portfolio, value $53,017,642.

    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 1,460,242 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $54,846,658.

    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).