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Bernardo Wealth Planning LLC: AXP position timeline

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

Bernardo Wealth Planning LLC held 597 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 597 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $201,935.

    13F-HR 0001765595-26-000003 filed by Bernardo Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).