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AXXCESS WEALTH MANAGEMENT, LLC: SPEM position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 764,963 SPEM 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 764,963 shares
    Change vs previous 13F +36,080 shares

    0.63% of the 13F portfolio, value $39,609,801.

    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 728,883 shares
    Change vs previous 13F +39,438 shares

    1.1% of the 13F portfolio, value $34,191,922.

    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 689,445 shares
    Change vs previous 13F -12,204 shares

    0.58% of the 13F portfolio, value $32,272,916.

    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 701,649 shares
    Change vs previous 13F +39,816 shares

    0.69% of the 13F portfolio, value $32,844,224.

    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 661,833 shares
    Change vs previous 13F +35,183 shares

    0.68% of the 13F portfolio, value $28,286,709.

    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 626,650 shares
    Change vs previous 13F +61,822 shares

    0.67% of the 13F portfolio, value $24,671,230.

    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 564,828 shares
    Change vs previous 13F +6,174 shares

    0.54% of the 13F portfolio, value $21,672,456.

    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 558,654 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $23,061,235.

    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).