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AXXCESS WEALTH MANAGEMENT, LLC → PDT
AXXCESS WEALTH MANAGEMENT, LLC PDT Position History
John Hancock Premium Dividend Fund • Financial Services
Quarters held
5
Latest value
$7.6M
Q3 2026
Peak value
$7.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.8M |
| Q4 2025 | $6.9M |
| Q4 2025 | $6.9M |
| Q2 2026 | $7.8M |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 645.2K | — | — |
| Q2 2026 | $7.8M | 602.1K | — | — |
| Q4 2025 | $6.9M | 540.2K | — | — |
| Q4 2025 | $6.9M | 540.2K | — | — |
| Q3 2025 | $6.8M | 509.8K | — | — |