Filer Snapshot

Axim Planning & Wealth

CIK 0001950607. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

17

Latest filing

14 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

EH

$39.93M reported value

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13D/G large stake

EH

30 Sep 2024 · 7.2% ownership

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Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0001950607.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Ownership signals

Filing-family value snapshot

Compare filing families separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$82.06M

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$82.06M

Market value from the latest parsed Form 13F information table.

Largest 13F positions

EH HPF BIL ARCM BTAL
+15 moreMSFT GROZ XLK CLF USB SMIZ PG ZECP NIO BSJR BSJT BSJS BSJQ BSJU PM

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

EH HPF BIL ARCM BTAL MSFT GROZ XLK
+12 moreCLF USB SMIZ PG ZECP NIO BSJR BSJT BSJS BSJQ BSJU PM

Schedule 13G positions

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

EH
How to read this ownership snapshot
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths to verify the exact SEC filing behind a value.
Identity Who this page is about. 1 identity field
Business address
4 Sycamore Creek Drive, Springboro, OH, 45066
SEC profile Static EDGAR profile fields. 2 profile fields
State of incorporation
OH
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about Axim Planning & Wealth

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $82.06M across 83 reported holdings for Q1 2026.
  • Largest parsed 13F holding: EH at $39.93M.
  • 1 recent 13D/G stake row found; top row is EH at 7.2% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 83 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 14 May 2026

Top 5 concentration

60%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$49.16M

Compared with $82.06M total 13F value.

Top 5 net change

+$714.1K

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: BIL · Largest trim: HPF

EH HPF BIL ARCM BTAL Other holdings

EH

48.7%

Ehang Hldgs Ltd

$39.93M

HPF

5.2%

Hancock John Pfd Income Fd I

$4.25M

BIL

2.8%

Spdr Series Trust

$2.32M

ARCM

2%

Arrow Invts Tr

$1.6M

BTAL

1.3%

Agf Invts Tr

$1.06M

13D/G large-stake context

EH

30 Sep 2024 · Class A ordinary shares

7.2%
Issuer page 13D/G history

Latest update

What changed recently for Axim Planning & Wealth

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Axim Planning & Wealth has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001950607 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
17
First seen
13 Oct 2022
Latest filing
14 May 2026
Entity
Company

Observed form types

13F-HR SCHEDULE 13G/A

CIK-linked evidence first

Axim Planning & Wealth SEC filings Axim Planning & Wealth 13F portfolio Axim Planning & Wealth 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 17 SEC filings for Axim Planning & Wealth.

Open full filing history
13F-HR

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
18 Nov 2024
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
29 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
24 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
25 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
01 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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