Position in COO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$608,961
-$208,999 QoQ
Shares Held
8,492
-14.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#377
of 669 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $5,748,426 across 4 Medical Instruments & Supplies names. COO ranks #3 (10.6% of the industry book) .
All Filings in COO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,961 | 8,492 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $817,960 | 9,980 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $499,253 | 7,282 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $530,426 | 7,454 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $622,671 | 7,382 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $665,757 | 7,242 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $803,937 | 7,286 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $714,550 | 8,185 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $833,088 | 8,211 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $779,964 | 2,061 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $344,086 | 1,082 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $826,675 | 2,156 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $870,302 | 2,331 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $768,807 | 2,325 | Shares | Sole | 2023-02-16 | |
| 2022-06-30 | $407,682 | 1,302 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $892,389 | 2,137 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $869,300 | 2,075 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||