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AXXCESS WEALTH MANAGEMENT, LLC: TCAF position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 87,830 TCAF 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 87,830 shares
    Change vs previous 13F +9,475 shares

    0.06% of the 13F portfolio, value $3,609,813.

    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 78,355 shares
    Change vs previous 13F +46,025 shares

    0.09% of the 13F portfolio, value $2,788,654.

    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 32,330 shares
    Change vs previous 13F +18,840 shares

    0.02% of the 13F portfolio, value $1,235,653.

    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 13,490 shares
    Change vs previous 13F -70 shares

    0.01% of the 13F portfolio, value $508,573.

    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 13,560 shares
    Change vs previous 13F +5,465 shares

    0.01% of the 13F portfolio, value $478,397.

    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 8,095 shares
    Change vs previous 13F -620 shares

    0.01% of the 13F portfolio, value $261,307.

    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 8,715 shares
    Change vs previous 13F +1,135 shares

    0.01% of the 13F portfolio, value $289,948.

    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 7,580 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $252,035.

    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).