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CJM Wealth Advisers, Ltd.: AXP position timeline

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

CJM Wealth Advisers, Ltd. held 919 AXP shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 919 shares
    Change vs previous 13F -38 shares

    0.08% of the 13F portfolio, value $310,852.

    13F-HR 0001992748-26-000003 filed by CJM Wealth Advisers, Ltd.
    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 957 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $289,473.

    13F-HR 0001992748-26-000002 filed by CJM Wealth Advisers, Ltd.
    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 963 shares
    Change vs previous 13F +10 shares

    0.11% of the 13F portfolio, value $356,262.

    13F-HR 0001992748-26-000001 filed by CJM Wealth Advisers, Ltd.
    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 953 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $316,548.

    13F-HR 0001992748-25-000006 filed by CJM Wealth Advisers, Ltd.
    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 953 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $303,988.

    13F-HR 0001992748-25-000004 filed by CJM Wealth Advisers, Ltd.
    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 953 shares
    Change vs previous 13F -96 shares

    0.09% of the 13F portfolio, value $256,405.

    13F-HR 0001992748-25-000002 filed by CJM Wealth Advisers, Ltd.
    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 1,049 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $311,333.

    13F-HR 0001992748-25-000001 filed by CJM Wealth Advisers, Ltd.
    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 1,049 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $284,489.

    13F-HR 0001992748-24-000005 filed by CJM Wealth Advisers, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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