Question 1

How many shares of ROE does AXXCESS WEALTH MANAGEMENT, LLC own?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC previously held 0 shares of ROE (EA SERIES TRUST) before exiting the position in 2026-Q1.

Question 2

What is AXXCESS WEALTH MANAGEMENT, LLC's ROE position worth?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC's ROE position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is AXXCESS WEALTH MANAGEMENT, LLC buying or selling ROE?

Accepted Answer

In 2026-Q1, AXXCESS WEALTH MANAGEMENT, LLC exited their ROE position entirely (-100.0% change in shares).

Question 4

When did AXXCESS WEALTH MANAGEMENT, LLC first buy ROE?

Accepted Answer

Based on available 13F filings, AXXCESS WEALTH MANAGEMENT, LLC first reported a position in ROE in 2024-Q3. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$36.88	0
2025-Q4	Decreased	12,132	-0.4%	$427,896	0.0%	$35.64	0
2025-Q3	Decreased	12,185	-0.5%	$421,282	0.0%	$34.30	0
2025-Q2	Decreased	12,241	-1.1%	$394,283	0.0%	$31.76	0
2025-Q1	Increased	12,382	+38.3%	$362,421	0.0%	$28.80	31
2024-Q4	Decreased	8,954	-1.1%	$272,202	0.0%	$30.14	0
2024-Q3	New	9,056	-	$278,965	0.0%	$30.31	32

ROE7 quarters

ROE
7 quarters