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Beverly Hills Private Wealth, LLC: AXP position timeline

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

Beverly Hills Private Wealth, LLC held 3,495 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,495 shares
    Change vs previous 13F -3,200 shares

    0.23% of the 13F portfolio, value $1,182,113.

    13F-HR 0001965710-26-000005 filed by Beverly Hills Private Wealth, 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 6,695 shares
    Change vs previous 13F -379 shares

    0.34% of the 13F portfolio, value $2,025,211.

    13F-HR 0001085146-26-000375 filed by Beverly Hills Private Wealth, 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/A 7,074 shares
    Change vs previous 13F -149 shares

    0.45% of the 13F portfolio, value $2,617,109.

    13F-HR/A 0001085146-26-000231 filed by Beverly Hills Private Wealth, 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 7,223 shares
    Change vs previous 13F -529 shares

    0.42% of the 13F portfolio, value $2,399,225.

    13F-HR 0001085146-25-005976 filed by Beverly Hills Private Wealth, LLC
    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 7,752 shares
    Change vs previous 13F +249 shares

    0.46% of the 13F portfolio, value $2,472,716.

    13F-HR 0001085146-25-004273 filed by Beverly Hills Private Wealth, LLC
    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 7,503 shares
    Change vs previous 13F -18 shares

    0.4% of the 13F portfolio, value $2,018,625.

    13F-HR 0001085146-25-002465 filed by Beverly Hills Private Wealth, LLC
    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 7,521 shares
    Change vs previous 13F -222 shares

    0.45% of the 13F portfolio, value $2,232,126.

    13F-HR 0001085146-25-001381 filed by Beverly Hills Private Wealth, LLC
    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 7,743 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,099,873.

    13F-HR 0001085146-24-005494 filed by Beverly Hills Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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