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AXXCESS WEALTH MANAGEMENT, LLC: TFC position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 80,076 TFC 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 80,076 shares
    Change vs previous 13F +80,076 shares

    0.06% of the 13F portfolio, value $3,989,343.

    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 0 shares
    Change vs previous 13F -89,579 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F/A 89,579 shares
    Change vs previous 13F +175 shares

    0.08% of the 13F portfolio, value $4,408,209.

    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 89,404 shares
    Change vs previous 13F -2,160 shares

    0.09% of the 13F portfolio, value $4,087,571.

    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 91,564 shares
    Change vs previous 13F -502 shares

    0.09% of the 13F portfolio, value $3,936,321.

    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 92,066 shares
    Change vs previous 13F +11,001 shares

    0.1% of the 13F portfolio, value $3,788,529.

    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 81,065 shares
    Change vs previous 13F +3,307 shares

    0.09% of the 13F portfolio, value $3,516,610.

    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 77,758 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,325,719.

    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).