Position in TEM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$635,607
+$162,878 QoQ
Shares Held
10,972
+5.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#226
of 482 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in TEM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $1,816,716 across 3 Health Information Services names. TEM ranks #2 (35.0% of the industry book) .
All Filings in TEM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,607 | 10,972 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $472,729 | 10,454 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $490,115 | 8,300 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $663,597 | 8,222 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $520,392 | 8,190 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $221,499 | 6,561 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||