BLODGETT WEALTH ADVISORS, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BLODGETT WEALTH ADVISORS, LLC on AXP, newest first. How the timeline and the estimate are built.
BLODGETT WEALTH ADVISORS, LLC held 5,044 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,044 sharesChange vs previous 13F 0 shares
1.14% of the 13F portfolio, value $1,706,133.
13F-HR 0001907826-26-000003 filed by BLODGETT WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,044 sharesChange vs previous 13F 0 shares
1.21% of the 13F portfolio, value $1,525,710.
13F-HR 0001907826-26-000002 filed by BLODGETT WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,044 sharesChange vs previous 13F 0 shares
1.3% of the 13F portfolio, value $1,866,028.
13F-HR 0001907826-26-000001 filed by BLODGETT WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 5,044 sharesChange vs previous 13F -175 shares
1.15% of the 13F portfolio, value $1,675,416.
13F-HR/A 0001907826-25-000003 filed by BLODGETT WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,219 sharesChange vs previous 13F -440 shares
1.3% of the 13F portfolio, value $1,664,757.
13F-HR 0001085146-25-003628 filed by BLODGETT WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,659 sharesChange vs previous 13F 0 shares
1.3% of the 13F portfolio, value $1,522,554.
13F-HR 0001085146-25-002131 filed by BLODGETT WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,659 sharesChange vs previous 13F -57 shares
1.32% of the 13F portfolio, value $1,679,535.
13F-HR 0001085146-25-000469 filed by BLODGETT WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,716 sharesChange vs previous 13F not available
1.3% of the 13F portfolio, value $1,550,087.
13F-HR 0001085146-24-005030 filed by BLODGETT WEALTH ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).