WealthPlan Investment Management, LLC
Position in AXSM — Axsome Therapeutics, Inc.
CIK 1929986
OMAHA, NE
Position in AXSM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$418,067
+$129,888 QoQ
Shares Held
1,708
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#37
of 94 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXSM Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $1,236,031 across 3 Biotechnology names. AXSM ranks #2 (33.8% of the industry book) .
All Filings in AXSM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,067 | 1,708 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $288,179 | 1,705 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $309,209 | 1,693 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $205,614 | 1,693 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||