Axim Planning & Wealth
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1950607
SPRINGBORO, OH
All Filings in BTAL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,112 | 76,602 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,056,883 | 75,708 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $877,401 | 60,973 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,226,492 | 77,041 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,692,527 | 95,623 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $865,443 | 41,528 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||