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Disclosery

ACG Wealth: AXP position timeline

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

ACG Wealth held 9,310 AXP shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 9,310 shares
    Change vs previous 13F -235 shares

    0.29% of the 13F portfolio, value $1,256,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 9,545 shares
    Change vs previous 13F -88 shares

    0.27% of the 13F portfolio, value $1,323,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 9,633 shares
    Change vs previous 13F -884 shares

    0.34% of the 13F portfolio, value $1,801,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 10,517 shares
    Change vs previous 13F +53 shares

    0.24% of the 13F portfolio, value $1,721,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 10,464 shares
    Change vs previous 13F +761 shares

    0.23% of the 13F portfolio, value $1,753,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 9,703 shares
    Change vs previous 13F +160 shares

    0.2% of the 13F portfolio, value $1,603,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 9,543 shares
    Change vs previous 13F -423 shares

    0.18% of the 13F portfolio, value $1,350,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 9,966 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,205,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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