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Rafferty Asset Management, LLC: AX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on AX, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 32,490 AX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,490 shares
    Change vs previous 13F -9,762 shares

    0.01% of the 13F portfolio, value $3,164,201.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset 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 42,252 shares
    Change vs previous 13F -5,645 shares

    0.01% of the 13F portfolio, value $3,595,223.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset 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 47,897 shares
    Change vs previous 13F -11,892 shares

    0.01% of the 13F portfolio, value $4,126,806.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset 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 59,789 shares
    Change vs previous 13F +5,387 shares

    0.02% of the 13F portfolio, value $5,061,139.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset 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 54,402 shares
    Change vs previous 13F -9,996 shares

    0.01% of the 13F portfolio, value $4,136,728.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset 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 64,398 shares
    Change vs previous 13F -34,903 shares

    0.02% of the 13F portfolio, value $4,154,959.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset 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 99,301 shares
    Change vs previous 13F -33,283 shares

    0.02% of the 13F portfolio, value $6,936,175.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset 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 132,584 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,336,882.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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