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AXXCESS WEALTH MANAGEMENT, LLC: ZALT position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 175,776 ZALT 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 175,776 shares
    Change vs previous 13F +157,690 shares

    0.09% of the 13F portfolio, value $5,953,533.

    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 18,086 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $587,072.

    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).