AXXCESS WEALTH MANAGEMENT, LLC SEC EDGAR Filings (CIK 0001911056)

SEC EDGAR filings, ownership reports, and insider transactions for AXXCESS WEALTH MANAGEMENT, LLC.

Business address
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
Top securities (13F)
VV, AGG, AAPL, MSFT, NVDA, IDEV, SPDW, BIL, VO, SGOV, TFLO, AMZN, IAU, AVGO, IJH, JPST, VTC, COWZ, PPA, and CIBR
Top holdings (Schedule 13G)
PSQH
State of incorporation
DE
Fiscal year end
31 December
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AXXCESS WEALTH MANAGEMENT, LLC has filed 21 SEC EDGAR filings since 11 Aug 2022

Latest Filings

Recent SEC filings for AXXCESS WEALTH MANAGEMENT, LLC 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 07 Nov 2025 30 Sep 2025 028-22604
N-PX Open N-PX document View SEC filing for N-PX 27 Aug 2025 30 Jun 2025 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jul 2025 30 Jun 2025 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-22604
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 24 Feb 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2025 31 Dec 2024 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Nov 2024 30 Sep 2024 028-22604
N-PX Open N-PX document View SEC filing for N-PX 27 Aug 2024 30 Jun 2024 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2024 30 Jun 2024 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2024 31 Mar 2024 028-22604
SC 13G Open SC 13G document View SEC filing for SC 13G 12 Feb 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2024 31 Dec 2023 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2023 30 Sep 2023 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2023 31 Mar 2023 028-22604
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 16 Feb 2023 31 Dec 2022 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2023 31 Dec 2022 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2022 30 Jun 2022 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2022 31 Mar 2022 028-22604
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2022 31 Dec 2021 028-22604

About this filer

AXXCESS WEALTH MANAGEMENT, LLC files with the SEC under CIK 0001911056. 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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