Axim Planning & Wealth SEC EDGAR Filings (CIK 0001950607)

SEC EDGAR filings, ownership reports, and insider transactions for Axim Planning & Wealth.

Business address
4 Sycamore Creek Drive, Springboro, OH, 45066
Top securities (13F)
EH, HPF, CLF, ARCM, NIO, BTAL, MSFT, XLK, EXEL, BIL, PG, USB, NVDA, PM, BSJR, SMIZ, ZECP, ANET, SHOP, and V
Top holdings (Schedule 13G)
EH
State of incorporation
OH
Fiscal year end
31 December
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Axim Planning & Wealth has filed 18 SEC EDGAR filings since 13 Oct 2022

Latest Filings

Recent SEC filings for Axim Planning & Wealth including 13F-HR, N-PX, SCHEDULE 13G/A and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2025 30 Sep 2025 028-22663
N-PX Open N-PX document View SEC filing for N-PX 06 Aug 2025 30 Jun 2025 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2025 30 Jun 2025 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2025 31 Dec 2024 028-22663
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 18 Nov 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2024 30 Sep 2024 028-22663
N-PX Open N-PX document View SEC filing for N-PX 07 Aug 2024 30 Jun 2024 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2024 30 Jun 2024 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2024 31 Mar 2024 028-22663
SC 13G Open SC 13G document View SEC filing for SC 13G SCHEDULE 13G 06 Mar 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2024 31 Dec 2023 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2023 30 Sep 2023 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2023 30 Jun 2023 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2023 31 Mar 2023 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2023 31 Dec 2022 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-22663
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2022 30 Jun 2022 028-22663

About this filer

Axim Planning & Wealth files with the SEC under CIK 0001950607. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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