Skip to content
Disclosery

AE Wealth Management LLC: AXP position timeline

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

AE Wealth Management LLC held 19,918 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,918 shares
    Change vs previous 13F +1,479 shares

    0.03% of the 13F portfolio, value $6,737,143.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 18,439 shares
    Change vs previous 13F +2,211 shares

    0.03% of the 13F portfolio, value $5,577,498.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 16,228 shares
    Change vs previous 13F +960 shares

    0.03% of the 13F portfolio, value $6,003,666.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,268 shares
    Change vs previous 13F +1,013 shares

    0.03% of the 13F portfolio, value $5,071,456.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 14,255 shares
    Change vs previous 13F +1,435 shares

    0.03% of the 13F portfolio, value $4,547,098.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,820 shares
    Change vs previous 13F -673 shares

    0.03% of the 13F portfolio, value $3,449,402.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 13,493 shares
    Change vs previous 13F +333 shares

    0.03% of the 13F portfolio, value $4,004,754.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,160 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,569,096.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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