Axim Planning & Wealth

SEC CIK: 0001950607
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of BR by Axim Planning & Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−118−100.0%	Sold out	Holders
Q3 2022	118	$17.0K	<0.1%	+51+76.1%	Added	Holders
Q2 2022	67	$10.0K	<0.1%	–	No prior filing	Holders