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Disclosery

AXXCESS WEALTH MANAGEMENT, LLC: XHLF position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 0 XHLF shares at 2025-12-31 per its 13F-HR/A filed 2026-02-19.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -11,052 shares

    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).

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

  2. period ended2025-09-30
    13F 11,052 shares
    Change vs previous 13F +3,681 shares

    0.01% of the 13F portfolio, value $557,242.

    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).

  3. period ended2025-06-30
    13F 7,371 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $371,056.

    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).