| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EHANG HLDGS LTD | 9 | Q2 2024 | 76.3% |
| NIO INC | 9 | Q2 2024 | 27.8% |
| CARNIVAL CORP | 9 | Q2 2024 | 6.8% |
| PROCTER AND GAMBLE CO | 9 | Q2 2024 | 1.3% |
| MICROSOFT CORP | 9 | Q2 2024 | 1.4% |
| ETF SER SOLUTIONS | 9 | Q2 2024 | 1.0% |
| ETF SER SOLUTIONS | 9 | Q2 2024 | 0.9% |
| JPMORGAN CHASE & CO | 9 | Q2 2024 | 0.6% |
| PHILIP MORRIS INTL INC | 9 | Q2 2024 | 0.5% |
| STARBUCKS CORP | 9 | Q2 2024 | 0.3% |
View Axim Planning & Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-07 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-04-24 |
| SC 13G | 2024-03-06 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
View Axim Planning & Wealth's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.