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
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

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