AXXCESS WEALTH MANAGEMENT, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Carlsbad, CA
CIK
0001911056
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 799 2,933,505 13F-HR 11/14/2023 000195175723000702 AXXCESS WEALTH MANAGEMENT, LLC
Q2 2023 587 1,381,022 13F-HR 8/8/2023 000195175723000492 AXXCESS WEALTH MANAGEMENT, LLC
Q1 2023 633 1,321,569 13F-HR 5/3/2023 000191105623000005 AXXCESS WEALTH MANAGEMENT, LLC
Q4 2022 607 1,212,329 RESTATEMENT 2/16/2023 000191105623000003 AXXCESS WEALTH MANAGEMENT, LLC
Q4 2022 603 1,209,585 13F-HR 2/14/2023 000191105623000002 AXXCESS WEALTH MANAGEMENT, LLC
Q3 2022 542 1,056,515 13F-HR 11/14/2022 000191105622000005 AXXCESS WEALTH MANAGEMENT, LLC
Q2 2022 535 1,087,152 13F-HR 8/11/2022 000191105622000004 AXXCESS WEALTH MANAGEMENT, LLC
Q1 2022 626 1,280,027 13F-HR 8/11/2022 000191105622000003 AXXCESS WEALTH MANAGEMENT, LLC
Q4 2021 622 1,370,583 13F-HR 8/11/2022 000191105622000002 AXXCESS WEALTH MANAGEMENT, LLC