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AXXCESS WEALTH MANAGEMENT, LLC: TOTL position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 65,069 TOTL 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 65,069 shares
    Change vs previous 13F -2,574 shares

    0.04% of the 13F portfolio, value $2,568,272.

    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 67,643 shares
    Change vs previous 13F -11,684 shares

    0.09% of the 13F portfolio, value $2,687,461.

    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 79,327 shares
    Change vs previous 13F +2,987 shares

    0.06% of the 13F portfolio, value $3,192,922.

    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 76,340 shares
    Change vs previous 13F -6,350 shares

    0.07% of the 13F portfolio, value $3,097,133.

    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 82,690 shares
    Change vs previous 13F -4,008 shares

    0.08% of the 13F portfolio, value $3,316,712.

    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 86,698 shares
    Change vs previous 13F +7,619 shares

    0.1% of the 13F portfolio, value $3,493,048.

    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 79,079 shares
    Change vs previous 13F -4,240 shares

    0.08% of the 13F portfolio, value $3,114,912.

    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 83,319 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,449,391.

    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).