Position in TXG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$511,187
+$199,064 QoQ
Shares Held
13,333
-9.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#223
of 387 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in TXG 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. TXG ranks #3 (28.1% of the industry book) .
All Filings in TXG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,187 | 13,333 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $312,123 | 14,702 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $252,103 | 15,457 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $175,876 | 15,045 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $158,287 | 13,669 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $114,651 | 13,133 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $181,668 | 12,651 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $345,880 | 15,318 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $215,117 | 11,060 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $237,077 | 6,317 | Shares | Sole | 2024-05-14 | |
| 2022-03-31 | $264,115 | 3,472 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $650,955 | 4,370 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||