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Livermore
Livermore
ZHEN

Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
13,102
Value
$791.4K
% of portfolio
1.1%
Quarters held
16
Since Q3 2022
Holdings of USB by Axim Planning & Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,102$791.4K1.1%−2,620−16.7%ReducedHolders
Q1 202615,722$817.7K1.0%00.0%UnchangedHolders
Q4 202515,722$838.9K0.9%00.0%UnchangedHolders
Q3 202515,722$759.8K0.6%+299+1.9%AddedHolders
Q2 202515,423$697.9K0.6%00.0%UnchangedHolders
Q1 202515,423$651.2K0.6%00.0%UnchangedHolders
Q4 202415,423$737.7K0.8%00.0%UnchangedHolders
Q3 202415,423$705.3K0.8%00.0%UnchangedHolders
Q2 202415,423$612.3K0.7%00.0%UnchangedHolders
Q1 202415,423$689.4K0.6%−100−0.6%ReducedHolders
Q4 202315,523$671.8K0.6%−159−1.0%ReducedHolders
Q3 202315,682$518.4K0.5%+159+1.0%AddedHolders
Q2 202315,523$512.9K0.5%+100+0.6%AddedHolders
Q1 202315,423$556.0K0.6%00.0%UnchangedHolders
Q4 202215,423$672.6K0.7%00.0%UnchangedHolders
Q3 202215,423$622.0K0.6%+15,423NewHolders