Filer · Institutional
Axim Planning &Wealth
CIK 0001950607TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001941040-26-000358 · filed 2026-05-14
83
positions
Q4 202513F-HR
0001941040-26-000158 · filed 2026-02-13
72
positions
Q3 202513F-HR
0001941040-25-000593 · filed 2025-11-05
81
positions
Q2 202513F-HR
0001941040-25-000429 · filed 2025-08-06
71
positions
Q1 202513F-HR
0001941040-25-000291 · filed 2025-05-13
45
positions
Q4 202413F-HR
0001941040-25-000120 · filed 2025-02-11
41
positions
Q3 202413F-HR
0001941040-24-000468 · filed 2024-11-06
35
positions
Q2 202413F-HR
0001941040-24-000301 · filed 2024-07-29
27
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.