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ARQ WEALTH ADVISORS, LLC: AXP position timeline

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

ARQ WEALTH ADVISORS, LLC held 16,568 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,568 shares
    Change vs previous 13F -1,890 shares

    0.72% of the 13F portfolio, value $5,778,095.

    13F-HR 0001811827-26-000004 filed by ARQ 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 18,458 shares
    Change vs previous 13F +16,172 shares

    1.01% of the 13F portfolio, value $5,583,324.

    13F-HR 0001811827-26-000003 filed by ARQ 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 2,286 shares
    Change vs previous 13F -150 shares

    0.23% of the 13F portfolio, value $845,706.

    13F-HR 0001811827-26-000001 filed by ARQ 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 2,436 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $809,142.

    13F-HR 0001085146-25-006007 filed by ARQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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