Buckley Wealth Management, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Buckley Wealth Management, LLC on AXP, newest first. How the timeline and the estimate are built.
Buckley Wealth Management, LLC held 655 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 655 sharesChange vs previous 13F -358 shares
0.05% of the 13F portfolio, value $221,555.
13F-HR 0001172661-26-003164 filed by Buckley Wealth Management, 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 1,013 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $306,411.
13F-HR 0001172661-26-001762 filed by Buckley Wealth Management, 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 1,013 sharesChange vs previous 13F -4 shares
0.1% of the 13F portfolio, value $374,759.
13F-HR 0001172661-26-000641 filed by Buckley Wealth Management, 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 1,017 sharesChange vs previous 13F +4 shares
0.09% of the 13F portfolio, value $337,807.
13F-HR 0001172661-25-004929 filed by Buckley Wealth Management, 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 1,013 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $323,127.
13F-HR 0001172661-25-002989 filed by Buckley Wealth Management, 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 1,013 sharesChange vs previous 13F -71 shares
0.08% of the 13F portfolio, value $272,548.
13F-HR 0001172661-25-002084 filed by Buckley Wealth Management, 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 1,084 sharesChange vs previous 13F -13 shares
0.1% of the 13F portfolio, value $321,720.
13F-HR 0001730126-25-000003 filed by Buckley Wealth Management, 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 1,097 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $297,506.
13F-HR 0001085146-24-004994 filed by Buckley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).