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B. Riley Wealth Advisors, Inc.: AXP position timeline

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

B. Riley Wealth Advisors, Inc. held 6,511 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,511 shares
    Change vs previous 13F -49 shares

    0.12% of the 13F portfolio, value $2,219,501.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    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 6,560 shares
    Change vs previous 13F -986 shares

    0.13% of the 13F portfolio, value $1,951,622.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    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 7,546 shares
    Change vs previous 13F +135 shares

    0.13% of the 13F portfolio, value $2,791,741.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    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 7,411 shares
    Change vs previous 13F -1,295 shares

    0.12% of the 13F portfolio, value $2,461,768.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    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 8,706 shares
    Change vs previous 13F -6,132 shares

    0.13% of the 13F portfolio, value $2,777,081.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    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 14,838 shares
    Change vs previous 13F +536 shares

    0.12% of the 13F portfolio, value $3,992,179.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    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 14,302 shares
    Change vs previous 13F -2,607 shares

    0.14% of the 13F portfolio, value $4,244,711.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    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 16,909 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,577,663.

    13F-HR 0001213900-24-108922 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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