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Disclosery

Bison Wealth, LLC: AXP position timeline

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

Bison Wealth, LLC held 1,501 AXP shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,501 shares
    Change vs previous 13F -2,480 shares

    0.1% of the 13F portfolio, value $445,595.

    13F-HR 0001172661-25-001285 filed by Bison 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 ended2024-09-30
    13F 3,981 shares
    Change vs previous 13F -9,965 shares

    0.17% of the 13F portfolio, value $1,079,849.

    13F-HR 0001172661-24-004465 filed by Bison 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 ended2024-06-30
    13F 13,946 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $3,175,411.

    13F-HR 0001172661-24-002986 filed by Bison 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 ended2024-03-31
    13F 13,946 shares
    Change vs previous 13F -3,219 shares

    0.52% of the 13F portfolio, value $3,175,411.

    13F-HR 0001172661-24-002121 filed by Bison 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 ended2023-12-31
    13F 17,165 shares
    Change vs previous 13F -3,208 shares

    0.57% of the 13F portfolio, value $3,215,628.

    13F-HR 0001172661-24-000384 filed by Bison 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 ended2023-09-30
    13F 20,373 shares
    Change vs previous 13F -71 shares

    0.59% of the 13F portfolio, value $3,039,418.

    13F-HR 0001172661-23-003718 filed by Bison 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 ended2023-06-30
    13F 20,444 shares
    Change vs previous 13F +416 shares

    0.66% of the 13F portfolio, value $3,561,328.

    13F-HR 0001172661-23-003169 filed by Bison 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 ended2023-03-31
    13F 20,028 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,963,948.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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