Position in AFRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,322
New position
Shares Held
2,763
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#479
of 654 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Axim Planning & Wealth holds $455,883 across 2 Credit Services names. AFRM ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
|
12,859 | $230,561 | |
| 2 | AFRM |
Affirm Holdings, Inc.
This page
|
2,763 | $225,322 |
All Filings in AFRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,322 | 2,763 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||