Position in B
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$386,473
-$54,949 QoQ
Shares Held
10,522
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#631
of 1,002 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $3,043,604 across 3 Gold names. B ranks #3 (12.7% of the industry book) .
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,473 | 10,522 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $441,422 | 10,136 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $350,442 | 10,694 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $224,856 | 10,800 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||