AXXCESS WEALTH MANAGEMENT, LLC: WCMI position timeline

AXXCESS WEALTH MANAGEMENT, LLC held 525,636 WCMI 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 525,636 shares

   Change vs previous 13F +36,968 shares

   0.16% of the 13F portfolio, value $10,286,702.

   13F-HR 0001951757-26-001071 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 488,668 shares

   Change vs previous 13F +35,425 shares

   0.26% of the 13F portfolio, value $8,194,965.

   13F-HR 0001951757-26-000760 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F/A 453,243 shares

   Change vs previous 13F +29,315 shares

   0.14% of the 13F portfolio, value $7,709,666.

   13F-HR/A 0001951757-26-000480 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2026-02-19 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 423,928 shares

   Change vs previous 13F +11,277 shares

   0.15% of the 13F portfolio, value $7,151,665.

   13F-HR 0001951757-25-001345 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 412,651 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $6,565,277.

   13F-HR 0001951757-25-000970 filed by AXXCESS WEALTH MANAGEMENT, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).