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Activest Wealth Management: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on AXP, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 423 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 423 shares
    Change vs previous 13F -1,022 shares

    0.03% of the 13F portfolio, value $142,960.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,445 shares
    Change vs previous 13F -4 shares

    0.08% of the 13F portfolio, value $436,994.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,449 shares
    Change vs previous 13F +898 shares

    0.1% of the 13F portfolio, value $536,202.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 551 shares
    Change vs previous 13F +40 shares

    0.04% of the 13F portfolio, value $183,019.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 511 shares
    Change vs previous 13F +124 shares

    0.04% of the 13F portfolio, value $162,842.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 387 shares
    Change vs previous 13F +264 shares

    0.03% of the 13F portfolio, value $104,100.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 123 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $36,480.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 157 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $42,556.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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