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Amplius Wealth Advisors, LLC: AXP position timeline

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

Amplius Wealth Advisors, LLC held 2,512 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,512 shares
    Change vs previous 13F +1,036 shares

    0.06% of the 13F portfolio, value $849,684.

    13F-HR 0001900584-26-000004 filed by Amplius Wealth Advisors, 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 1,476 shares
    Change vs previous 13F -15 shares

    0.04% of the 13F portfolio, value $446,460.

    13F-HR 0001900584-26-000003 filed by Amplius Wealth Advisors, 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 1,491 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $551,595.

    13F-HR 0001900584-26-000001 filed by Amplius Wealth Advisors, 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 1,469 shares
    Change vs previous 13F -207 shares

    0.04% of the 13F portfolio, value $487,943.

    13F-HR 0001900584-25-000007 filed by Amplius Wealth Advisors, 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 1,676 shares
    Change vs previous 13F +46 shares

    0.05% of the 13F portfolio, value $534,610.

    13F-HR 0001900584-25-000005 filed by Amplius Wealth Advisors, 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 1,630 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $438,552.

    13F-HR 0001900584-25-000003 filed by Amplius Wealth Advisors, 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 1,627 shares
    Change vs previous 13F +77 shares

    0.05% of the 13F portfolio, value $482,877.

    13F-HR 0001900584-25-000002 filed by Amplius Wealth Advisors, 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 1,550 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $420,360.

    13F-HR 0001900584-24-000006 filed by Amplius Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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