Position in EXPE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$441,137
+$32,231 QoQ
Shares Held
1,724
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#679
of 1,109 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Axim Planning & Wealth holds $441,137 across 1 Travel Services name. EXPE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPE |
Expedia Group, Inc.
This page
|
1,724 | $441,137 |
All Filings in EXPE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,137 | 1,724 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $408,906 | 1,771 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $585,888 | 2,741 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||