Significant Ownership of AXXCESS WEALTH MANAGEMENT, LLC
- Signature and title
- Michael Seid - Chief Compliance Officer
- Location
- Carlsbad, CA
- Schedule 13D/G summary
- Recent SEC Schedule 13D/G filings for AXXCESS WEALTH MANAGEMENT, LLC, focused on large-stake beneficial ownership disclosures and amendments.
Manager identity
Large-stake snapshot
Follow Filing Activity
Follow AXXCESS WEALTH MANAGEMENT, LLC and return when a new Schedule 13D/G filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
CIK context first
Continue from AXXCESS WEALTH MANAGEMENT, LLC
Significant Ownership of AXXCESS WEALTH MANAGEMENT, LLC
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| PSQH | PSQ Holdings, Inc. | PSQ Holdings Inc Class A | 0% | $0 | 0 | AXXCESS WEALTH MANAGEMENT, LLC | 31 Dec 2024 |
Schedules 13D/G Reported by AXXCESS WEALTH MANAGEMENT, LLC:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.