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Disclosery

Balboa Wealth Partners: AXP position timeline

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

Balboa Wealth Partners held 6,847 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,847 shares
    Change vs previous 13F +514 shares

    0.32% of the 13F portfolio, value $2,316,057.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 6,333 shares
    Change vs previous 13F -873 shares

    0.32% of the 13F portfolio, value $1,915,617.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 7,206 shares
    Change vs previous 13F +188 shares

    0.44% of the 13F portfolio, value $2,665,836.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 7,018 shares
    Change vs previous 13F -305 shares

    0.4% of the 13F portfolio, value $2,331,043.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 7,323 shares
    Change vs previous 13F +810 shares

    0.47% of the 13F portfolio, value $2,335,797.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 6,513 shares
    Change vs previous 13F +820 shares

    0.42% of the 13F portfolio, value $1,752,203.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 5,693 shares
    Change vs previous 13F +2,836 shares

    0.39% of the 13F portfolio, value $1,689,756.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 2,857 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $774,903.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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