Rise Advisors, LLC

SEC CIK: 0001831316
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

AX holding history

Axos Financial, Inc. in every 13F filed by Rise Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AX overview All 13F holders of AX Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2025

Holdings of AX by Rise Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−16−100.0%	Sold out	Holders
Q1 2025	16	$1.03K	<0.1%	+16	New	Holders