Position in F
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,209,286
+$76,427 QoQ
Shares Held
86,999
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#508
of 1,726 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in F Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $32,266,331 across 5 Auto Manufacturers names. F ranks #2 (3.7% of the industry book) .
All Filings in F
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,209,286 | 86,999 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,132,859 | 86,346 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,113,583 | 93,109 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,027,657 | 94,715 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,135,235 | 113,184 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,252,607 | 126,526 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,248,065 | 118,188 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,238,387 | 98,755 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,311,288 | 249,344 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,848,900 | 233,708 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,737,811 | 300,951 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $635,929 | 42,031 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,026,356 | 240,187 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,789,583 | 239,861 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $536,020 | 47,859 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $315,557 | 28,352 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $600,778 | 35,528 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,220,050 | 58,741 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||