AXXCESS WEALTH MANAGEMENT, LLC

Position in SAIA — Saia Inc

CIK 1911056 CARLSBAD, CA

Position in SAIA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$200,893

-$31,589 QoQ

Shares Held

477

-33.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#397

of 510 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Industrials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $797,964 across 3 Trucking names. SAIA ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc.	1,714	$371,252
2	XPO	XPO, Inc.	1,100	$225,819
3	SAIA	Saia Inc This page	477	$200,893

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,893	477	-33.0%	Shares	Sole	2026-07-28
2025-12-31	$232,482	712	-12.3%	Shares	Sole	2026-02-19
2025-09-30	$243,080	812	-0.4%	Shares	Sole	2025-11-07
2025-06-30	$223,301	815	+11.6%	Shares	Sole	2025-07-28
2025-03-31	$255,083	730	+20.1%	Shares	Sole	2025-04-30
2024-12-31	$277,083	608	+1.7%	Shares	Sole	2025-02-10
2024-09-30	$261,481	598	-0.8%	Shares	Sole	2024-11-04
2024-06-30	$285,996	603	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$353,925	605	-0.8%	Shares	Sole	2024-05-14
2023-12-31	$267,314	610	+6.1%	Shares	Sole	2024-02-06
2023-09-30	$229,223	575	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.