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ACIMA PRIVATE WEALTH, LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACIMA PRIVATE WEALTH, LLC on AXP, newest first. How the timeline and the estimate are built.

ACIMA PRIVATE WEALTH, LLC held 966 AXP shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 966 shares
    Change vs previous 13F -90 shares

    0.09% of the 13F portfolio, value $293,761.

    13F-HR 0001761961-26-000005 filed by ACIMA PRIVATE WEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,056 shares
    Change vs previous 13F -44 shares

    0.1% of the 13F portfolio, value $357,192.

    13F-HR 0001761961-26-000004 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,100 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $332,728.

    13F-HR 0001761961-26-000003 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,100 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $406,945.

    13F-HR 0001761961-26-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,100 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $365,376.

    13F-HR 0001761961-25-000006 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,000 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $318,980.

    13F-HR 0001761961-25-000003 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,000 shares
    Change vs previous 13F -2,000 shares

    0.1% of the 13F portfolio, value $269,050.

    13F-HR 0001761961-25-000002 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,000 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $890,370.

    13F-HR 0001761961-25-000001 filed by ACIMA PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).