Axim Planning & Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Axim Planning & Wealth going back to Oct. 13, 2022
- Axim Planning & Wealth 2026 Q3 - filed Oct. 28, 2026 - new!
- Axim Planning & Wealth 2026 Q2 - filed Aug. 14, 2026
- Axim Planning & Wealth 2026 Q1 - filed May 14, 2026
- Axim Planning & Wealth 2025 Q4 - filed Feb. 13, 2026
- Axim Planning & Wealth 2025 Q3 - filed Nov. 5, 2025
- Axim Planning & Wealth 2025 Q2 - filed Aug. 6, 2025
- Axim Planning & Wealth 2025 Q1 - filed May 13, 2025
- Axim Planning & Wealth 2024 Q4 - filed Feb. 11, 2025
- Axim Planning & Wealth 2024 Q3 - filed Nov. 6, 2024
- Axim Planning & Wealth 2024 Q2 - filed July 29, 2024
- Axim Planning & Wealth 2024 Q1 - filed April 24, 2024
- Axim Planning & Wealth 2023 Q4 - filed Jan. 25, 2024
- Axim Planning & Wealth 2023 Q3 - filed Nov. 1, 2023
- Axim Planning & Wealth 2023 Q2 - filed July 19, 2023
- Axim Planning & Wealth 2023 Q1 - filed April 27, 2023
- Axim Planning & Wealth 2022 Q4 - filed Feb. 8, 2023
- Axim Planning & Wealth 2022 Q3 - filed Nov. 14, 2022
- Axim Planning & Wealth 2022 Q2 - filed Oct. 13, 2022