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Axim Planning & Wealth Historic Quarter Change: USA SPAC Units, Sold Out

Axim Planning & Wealth historic quarter change: USA SPAC Units, Sold out

In units (a share and a warrant or right, mostly SPACs) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Axim Planning & Wealth opened 0 positions, added to 0, reduced 4 and sold out of 1.

  • Q1 2025: Stock CARNIVAL CORP; Country of operation —; Class UNIT 99/99/9999; Shares before 25,000.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1950607), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025CARNIVAL CORP
CUSIP 143658300
UNIT 99/99/999925,0000-25,000$623,000$0-$623,0002025-05-13

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