Skip to main content

Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

FDS holding history

Factset Research Systems 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.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2022
Holdings of FDS by Axim Planning & Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−285−100.0%Sold outHolders
Q3 2022285$114.0K0.1%+285NewHolders